JASON JAMES PEREZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2012-06-04 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2012-06-01 | present | Yes |
| CINCINNATI ANALYSTS, INC. | 2007-07-09 | 2012-06-01 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2007-07-02 | — |
| MORGAN STANLEY DW INC. | 2005-10-19 | 2007-04-02 | — |