Jarrett Perez is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Fresno, CA, with 22 years of industry experience. Jarrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7110 N. Fresno St., Suite 450, Fresno, CA, 93720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jarrett is a co-owner of Two Oaks Investment Management, LLC, an investment fund that was sold in 2021. The LLC remains open to handle residual costs and items post-sale.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Two Oaks Investment Management, LLC
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
The Seidler Companies IncorporatedBroker
UBS Financial Services INC.Broker
State Registrations34 states
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