Jess Perez
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NOVATO, CA
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CRD#: 5540549
Professional summary
Jess Perez JR., CFP®, who also goes by Jess Perez Jr, Jess Perez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Novato, California and FIDELITY BROKERAGE SERVICES LLC located in Larkspur, California.
Jess is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jess has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a CFP® practitioner at Fidelity Investments, my motivation is a positive collaboration between me and my clients. This begins with listening to what is important, following a formal planning and advice process and offering a strategy that blends together the uniqueness of each individuals' values and financial goals.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Jess Perez Jr | Jess Perez
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jess Perez JR.'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®
CFP®
Start date: 2014
Education
California State University, Chico
Bachelor of Science (BS) - Industrial Technology
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 601 Larkspur Landing Circle, Larkspur, CA 94939RIA
CRD#: 104555
NOVATO, CA
Current
May 24, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 601 Larkspur Landing Circle, Larkspur, CA 94939BD
CRD#: 7784
Larkspur, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LARKSPUR, CA
Past
May 31, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LARKSPUR, CA
Past
January 12, 2010 - April 30, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MILL VALLEY, CA
Past
January 11, 2010 - April 30, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MILL VALLEY, CA
Past
September 1, 2008 - January 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SAN RAFAEL, CA
Past
July 28, 2008 - January 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SAN RAFAEL, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/23/2021)
RR
Arizona(9/9/2022)
RR
California(5/24/2012)
IAR
California(3/31/2025)
RR
Colorado(1/2/2015)
RR
Connecticut(9/29/2023)
RR
District of Columbia(4/23/2020)
RR
Florida(11/7/2019)
RR
Georgia(6/5/2023)
RR
Hawaii(8/17/2016)
RR
Idaho(11/7/2019)
RR
Illinois(6/4/2021)
RR
Kentucky(11/7/2019)
RR
Louisiana(4/23/2020)
RR
Maryland(6/4/2021)
RR
Massachusetts(12/19/2016)
RR
Michigan(11/7/2019)
RR
Minnesota(7/8/2022)
RR
Nevada(11/7/2019)
RR
New Jersey(9/29/2023)
RR
New York(5/3/2024)
RR
Ohio(11/8/2019)
RR
Oregon(1/2/2015)
RR
Puerto Rico(4/23/2020)
RR
Rhode Island(1/4/2025)
RR
South Carolina(11/7/2019)
RR
Tennessee(1/4/2025)
RR
Texas(11/7/2019)
IAR
Texas(3/31/2025)
RR
Vermont(2/12/2021)
RR
Virginia(12/10/2015)
RR
Washington(1/2/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Novato, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
