Rolando Javier Perez Jr
Professional Summary
Rolando Javier Perez JR, who also goes by Rolando Javier Perez, is a registered financial advisor currently at ANIMUS WEALTH MANAGEMENT, LLC. located in Mcallen, Texas. Rolando is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rolando has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE 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
Rolando Javier Perez
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
ANIMUS WEALTH MANAGEMENT, LLC. | JIMENEZ WEALTH STRATEGIES, LLC | JIMENEZ WEALTH STRATEGIES
Contact Information
Main Address
400 W. Nolana Ave Suite H2, Mcallen, TX 78504Phone Number
(956) 651-4187# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$11,900,000Similar Advisors
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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.
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State Registrations and Notice Filings
(8/5/2020)
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 Sep 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Rolando Javier Perez JR's CRS (Customer Relationship Summary).
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