JESS PEREZ is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2012-05-31 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-01-12 | 2012-04-30 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-09-01 | 2010-01-12 | — |