JP
Juan M. Perez
ALHAMBRA INVESTMENT MANAGEMENT LLC
Palmetto Bay, FL 33176
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CRD#: 5371140
JP
Professional summary
Juan Marcelo Perez is a registered financial advisor currently at ALHAMBRA INVESTMENT MANAGEMENT LLC located in Palmetto Bay, Florida.
Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Juan has worked at 1 firm and has passed the Series 65 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.
Jeter, Inc. is a company 100% owned by Gonzalo and Celia Perez (parents of Juan) that operates Haagen-Dazs franchises. It is located at 1210 Country Club Prado, Coral Gables, FL 33134. The business is not investment related. Mr. Perez does bookkeeping and general consulting for the business. He has provided these services since 2016. These activities consume approximately 10-15 hours/month, none of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Juan Marcelo Perez'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®
NoneExperience
Current
September 12, 2007 - Present
ALHAMBRA INVESTMENT MANAGEMENT LLC
Office #1: 8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176RIA
CRD#: 138537
Palmetto Bay, FL
Past
September 12, 2007 - June 27, 2012
ALHAMBRA INVESTMENT MANAGEMENT LLC
RIA
CRD#: 138537
PALMETTO BAY, FL
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".
AI
ALHAMBRA INVESTMENT MANAGEMENT LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC | ALHAMBRA INVESTMENT PARTNERS LLC
CRD#: 138537 / SEC#: 801-66624
RIA
Registered Investment Advisory firm - (5/4/2006 Approved)Texas
Registered Investment Advisory firm - (5/1/2006 Terminated)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
Florida(9/12/2007)
Current Firm
AI
ALHAMBRA INVESTMENT MANAGEMENT LLC
ALHAMBRA INVESTMENT MANAGEMENT LLC | ALHAMBRA INVESTMENT PARTNERS LLC
CRD#: 138537 / SEC#: 801-66624
RIA
Registered Investment Advisory firm - (5/4/2006 Approved)Texas
Registered Investment Advisory firm - (5/1/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176
Mailing Address
Po Box 1198, Aiken, SC 29802
Phone number
(305) 233-3772
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 486 |
| AUM (Assets Under Management) | $ 278,558,234 |
Red Flags
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Company Information
ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD#: 138537Palmetto Bay, FL 33176TRUST BUT VERIFY
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