linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jorge A Perez

Bolton Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jorge? Claim Your Profile

About Jorge A Perez

Jorge A Perez is a registered representative with Bolton Securities Corp. Jorge has been in the securities industry since 2003. Jorge A Perez is also an Investment Advisor Representative with Bolton Global Asset Management, doing business as Perez Wealth Management, LLC. Jorge A Perez is registered to provide investment advice in Florida, New Mexico, Texas, and Utah.

Firm Information

Jorge Perez is currently registered with Bolton Securities Corp.. Bolton Securities Corp. is a registered investment advisor that has been in business since 1999. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have offices in Bolton, Massachusetts and are registered in all 50 states and the District of Columbia.
Bolton Securities Corp.

579 MAIN STREET

BOLTON, MA 01740

$5.85B

Assets Under Management

Not reported

Total Clients

138

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jorge Perez’s Registration & Firm History

MA

12/14/2015 - Present

Bolton Securities Corp. (BOLTON MA)

MA

11/17/2015 - 12/16/2015

BOLTON SECURITIES CORPORATION (BOLTON MA)

FL

08/05/2003 - 11/10/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

Not sure if Jorge A Perez is right for you?

Licenses & Designations

BOTH

Issued 09/05/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge A Perez.
Not sure if Jorge A Perez is right for you?