Jose A. Perales
Professional summary
Jose Alfredo Perales, who also goes by Jose Perales, is a registered financial advisor currently at RETIRE LAB LLC located in Natalia, Texas.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jose has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Alfredo Perales's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2026 - Present
RETIRE LAB LLC
December 21, 2023 - November 20, 2025
FORTHRIGHT CAPITAL ADVISORY
June 8, 2020 - November 30, 2023
USAA INVESTMENT SERVICES COMPANY
January 8, 2018 - November 30, 2023
USAA INVESTMENT SERVICES COMPANY
January 17, 2014 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
October 23, 2013 - June 8, 2020
USAA FINANCIAL ADVISORS, INC.
August 21, 2012 - July 10, 2013
LPL FINANCIAL LLC
April 2, 2007 - May 31, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/11/2026)
Exams
Current Firm
RETIRE LAB LLC
CRD#: 340070 / SEC#:
Contact information
Red Flags
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