Rolando J. Perez

ANIMUS WEALTH MANAGEMENT.

Mcallen, TX 78501

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CRD#: 6536522

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rolando Javier 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.

Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 2812 W. Trenton Rd. Suite 2828 Edinburg Tx 78539; Start Date 06/2018; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 40 hours per month during securities trading hours Percisne Consulting LLC.; Percisne Consulting is in business to consult other businesses in the small-scale manufacturing textile industry on growing customer base and sales.; 4224 N. McColl Rd. apt 1304 Mcallen Tx 78504; Start Date 04/2018; Role/Title: Officer; Not Investment Related; 32 hours per month; 32 hours per month during securities trading hours REA General Contractors LLC; REA General Contracting is in the construction industry; 3600 N. McColl Rd McAllen Tx 78501; Start Date: 02/2023; Role/title: Managing Member; not investment related; 20 hours per week; 20 hours per week during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rolando Javier 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®

None

Experience

Current

August 5, 2020 - Present

ANIMUS WEALTH MANAGEMENT, LLC.

Office #1: 3600 N. Mccoll Rd, Mcallen, TX 78501Office #2: 3600 Mccoll Rd., Mcallen, TX 78501

RIA

CRD#: 309189

Mcallen, TX

Past

March 4, 2020 - August 6, 2020

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

MCALLEN, TX

Past

September 9, 2016 - August 6, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

MCALLEN, TX

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
(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

State Security Law Exam

IAR

Series 66

Date: 2/28/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/8/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/9/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/9/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ANIMUS WEALTH MANAGEMENT, LLC.

ANIMUS WEALTH MANAGEMENT, LLC. | JIMENEZ WEALTH STRATEGIES, LLC | JIMENEZ WEALTH STRATEGIES

CRD#: 309189 / SEC#:

California

Registered Investment Advisory firm - (11/28/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/29/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3600 N. Mccoll Rd, Mcallen, TX 78501

Mailing Address

Phone number

(956) 651-4187

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 12,000,000

Red Flags

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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Rolando J. Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rolando Javier Perez JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANIMUS WEALTH MANAGEMENT, LLC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2020

Series 63

Date: 12/8/2016

Series 7TO

Date: 1/9/2020

SIE

Date: 10/1/2018

Series 6

Date: 9/9/2016

Current Firm

ANIMUS WEALTH MANAGEMENT, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANIMUS WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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