Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Perez is a financial advisor at J.P. Morgan Securities LLC, with over 6 years of experience in the financial industry. Julian is licensed to provide financial advice in 15 states, and holds a variety of licenses including Series 6, 7, 63, 65, and 66. Julian specializes in providing financial planning, portfolio management, and retirement planning services to a variety of clients, including individuals, families, businesses, and institutions. Julian has experience working with Fidelity Brokerage Services LLC and UBS Financial Services Inc., before joining J.P. Morgan Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
04/12/2022 - Present
J.p. Morgan Securities LLC (HOBOKEN NJ)
NY
05/19/2020 - 04/04/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
01/02/2018 - 05/29/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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