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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett James Perez is a financial advisor at D.a. Davidson & Co. with over 20 years of experience in the financial industry. Jarrett specializes in providing financial planning and portfolio management for individuals, businesses, and retirement plans. Jarrett has a wide range of experience and certifications, including the Series 7, Series 10, Series 65, and Series 66 exams, as well as the SIE exam. Jarrett is also a Chartered Financial Analyst (CFA). Jarrett is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/18/2018 - Present
D.a. Davidson & Co. (FRESNO CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (FRESNO CA)
CA
12/06/2006 - 11/04/2013
CROWELL, WEEDON & CO. (FRESNO CA)
CA
01/05/2004 - 12/07/2006
THE SEIDLER COMPANIES INCORPORATED (FRESNO CA)
NJ
06/09/2003 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 07/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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