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Jonathan Peress

Nisa Investment Advisors, LLC

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About Jonathan Peress

Jonathan Peress is a financial advisor registered with Nisa Investment Advisors, LLC in St. Louis, Missouri. Jonathan has been in the financial industry since 2010. Jonathan holds the Series 7 and Series 63 licenses. Jonathan has a strong background in providing investment advice to individuals and businesses. Jonathan has been a Chartered Financial Analyst (CFA) since 2013. Jonathan is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Jonathan's areas of expertise include portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Jonathan is a trusted financial advisor with a strong track record of success.

Firm Information

Jonathan Peress is currently registered with Nisa Investment Advisors, LLC. Nisa Investment Advisors, LLC is an investment advisor based in St. Louis, Missouri, with a focus on portfolio management for businesses, individuals, and pooled investment vehicles. They manage over $306 billion in assets for clients including pension and profit-sharing plans, corporations, state and municipal governments, insurance companies, and charitable organizations. Their expertise includes managing nuclear decommissioning trusts and VEBAs.
Nisa Investment Advisors, LLC

7676 FORSYTH BLVD SUITE 1100

ST. LOUIS, MO 63105-4141

$306.24B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Other appropriate measure of program size

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Jonathan Peress’s Registration & Firm History

MO

02/13/2023 - Present

Nisa Investment Advisors, LLC (ST. LOUIS MO)

NY

02/05/2010 - 06/27/2013

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Peress.
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