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Juan carlos Peralta

Roof Eidam Maycock Peralta LLC

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About Juan carlos Peralta

Juan Carlos Peralta is a financial advisor with over 25 years of experience in the industry. Currently, Juan Carlos is registered with Roof Eidam Maycock Peralta LLC, and is licensed in California. Previously, Juan Carlos has worked at LPL Financial LLC, Associated Securities Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. Juan Carlos is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and Series 63 licenses. Juan Carlos specializes in providing financial planning, portfolio management for individuals and pension consulting.

Firm Information

Juan carlos Peralta is currently registered with Roof Eidam Maycock Peralta LLC. Roof Eidam Maycock Peralta LLC is a registered investment advisor based in SAN FRANCISCO, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit sharing plans. They have approximately $727 million in regulatory assets under management.
Roof Eidam Maycock Peralta LLC

235 PINE ST.

SAN FRANCISCO, CA 94104

$727.09M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Juan carlos Peralta’s Registration & Firm History

CA

07/08/1997 - Present

Roof Eidam Maycock Peralta LLC (San Francisco CA)

CA

09/08/2009 - 08/16/2013

LPL FINANCIAL LLC (SAN FRANCISCO CA)

CA

12/02/1996 - 09/08/2009

ASSOCIATED SECURITIES CORP. (SAN FRANCISCO CA)

NY

11/25/1992 - 03/29/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/23/1992 - 07/15/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Juan carlos Peralta.
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