John Eugene Perez
CFP®Professional Summary
John Eugene Perez, CFP®, who also goes by Gene Perez, John Perez, John Eugene Perez, is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Houston, Texas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 19 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gene Perez, John Perez, John Eugene Perez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
AJM FINANCIAL GROUP | VISION WEALTH MANAGEMENT | TUTTLE INSURANCE & FINANCIAL SERVICES | THREE TREES RETIREMENT PARTNERS | THOMAS D. CLARK | TA FINANCIAL STRATEGY | SJOLUND FINANCIAL SERVICES | SHILLING FINANCIAL | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | PEAKS WEALTH ADVISORS | NATOLI FINANCIAL PLANNING | MLG FINANCIAL SERVICES | GUIDENTS | GLASS WEALTH | GLADIUS WEALTH ADVISORS | GEM TACTICAL WEALTH | FORTRESS RETIREMENT PLANNING | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | BEACON RETIREMENT STRATEGIES | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC | ALTITUDE CAPITAL MANAGEMENT LLC
Contact Information
Main Address
2015 Grand Avenue Suite 100, Des Moines, IA 50312Phone Number
(515) 207-3310# of Employees
28SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
488AUM (Assets Under Management)
$103,600,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
AJM FINANCIAL GROUP | VISION WEALTH MANAGEMENT | TUTTLE INSURANCE & FINANCIAL SERVICES | THREE TREES RETIREMENT PARTNERS | THOMAS D. CLARK | TA FINANCIAL STRATEGY | SJOLUND FINANCIAL SERVICES | SHILLING FINANCIAL | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | PEAKS WEALTH ADVISORS | NATOLI FINANCIAL PLANNING | MLG FINANCIAL SERVICES | GUIDENTS | GLASS WEALTH | GLADIUS WEALTH ADVISORS | GEM TACTICAL WEALTH | FORTRESS RETIREMENT PLANNING | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | BEACON RETIREMENT STRATEGIES | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC | ALTITUDE CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(1/27/2025)
(1/27/2025)
(3/7/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Eugene Perez's CRS (Customer Relationship Summary).
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