Jesus Perez is a registered investment advisor, based in New York, NY, with 13 years of industry experience.
Location
Citi Private Bank, 388 Greenwich Street, 30th Floor, New York, NY, 10013
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.
February 2022 - Present · 4 yrs 3 mos
Citi Private Alternatives, LLC
February 2022 - Present · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2022 - Present · 4 yrs 3 mos
Citi Private Alternatives, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Northern Trust Securities, INC
July 2018 - December 2021 · 3 yrs 5 mos
Northern Trust Securities, INC.Broker
May 2018 - December 2021 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
November 2012 - May 2018 · 5 yrs 6 mos
State Registrations26 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.