Alex J. Duran

PERMIAN

Dallas, TX 75201

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CRD#: 4832999

Professional summary

Alex Jason Duran is a registered financial advisor currently at PERMIAN located in Dallas, Texas.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Alex has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Jason Duran's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2016 - Present

PERMIAN

Office #1: 1845 Woodall Rodgers Freeway, Dallas, TX 75201

RIA

CRD#: 156893

Dallas, TX

Past

August 16, 2004 - September 12, 2005

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERMIAN

PERMIAN | PERMIAN INVESTMENT PARTNERS, LP | PERMIAN GP, LLC (RELYING ADVISER)

CRD#: 156893 / SEC#: 801-72321

RIA

Registered Investment Advisory firm - (5/10/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/25/2016)

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

General Industry/Product Exam

Series 7

Date: 8/14/2004

General Securities Representative Examination

Current Firm

PERMIAN

PERMIAN | PERMIAN INVESTMENT PARTNERS, LP | PERMIAN GP, LLC (RELYING ADVISER)

CRD#: 156893 / SEC#: 801-72321

RIA

Registered Investment Advisory firm - (5/10/2011 Approved)

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Contact information

Main Address

1333 Oak Lawn Ave Suite 900, Dallas, TX 75207

Mailing Address

Phone number

(212) 257-6080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PERMIAN PART2 (10/31/2025)

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 2,131,220,008

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alex J. Duran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Jason Duran's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERMIAN

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

PERMIAN

State Registrations and Notice Filings

Exams

Series 7

Date: 8/14/2004

Current Firm

PERMIAN

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERMIAN

TRUST BUT VERIFY

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