JP
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Justin Perez

4 Years of Experience
East Hartford, CT
Broker

Justin Perez is a registered investment advisor at Cetera Investment Advisers LLC, based in East Hartford, CT, with 4 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

101 East River Drive, 4th Floor, East Hartford, CT, 06108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Services LLCBroker
April 2024 - Present · 2 yrs 1 mo
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
February 2022 - April 2024 · 2 yrs 2 mos
Pruco Securities, LLC.Broker
November 2021 - April 2024 · 2 yrs 5 mos
State Registrations2 states
CTMA
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.