Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason James Perez is a financial advisor with over 17 years of experience in the industry. Jason currently holds a Series 66 license and is registered with Lincoln Investment and Capital Analysts in California. He is also registered in Oregon, Utah and Washington. Jason has worked with clients ranging from individuals and families to corporations and charitable organizations. Jason offers a wide range of services to his clients, including financial planning, portfolio management, and insurance. Jason has a strong commitment to providing his clients with personalized service and advice that meets their individual needs. Prior to joining Lincoln Investment, Jason worked with Capital Analysts and Morgan Stanley.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/01/2012 - Present
Lincoln Investment (Westlake Village CA)
CA
07/09/2007 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (VENTURA CA)
CA
04/02/2007 - 07/02/2007
MORGAN STANLEY & CO., INCORPORATED (THOUSAND OAKS CA)
CA
09/29/2005 - 04/02/2007
MORGAN STANLEY DW INC. (THOUSAND OAKS CA)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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