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JP

Jeffrey M. Peras

NATIXIS DISTRIBUTION
Boston, MA 02199-8197
Some features on this profile are disabled
CRD#: 7031139
JP

Professional summary

Jeffrey Mark Peras, who also goes by Jeffrey Mark Peras Jr, Jeffrey Mark Peras, is a registered financial professional currently at NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2018. Jeffrey has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey Mark Peras Jr | Jeffrey Mark Peras

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Mark Peras'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

December 8, 2023 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197
BD
CRD#: 34754
Boston, MA
Past

April 11, 2022 - September 21, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MISSION VIEJO, CA
Past

May 17, 2019 - April 1, 2021

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

October 15, 2018 - March 25, 2019

MCADAM LLC

RIA
CRD#: 170914
Boston, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Connecticut
(12/8/2023)
RR
Maine
(12/8/2023)
RR
Massachusetts
(12/8/2023)
RR
New Hampshire
(12/8/2023)
RR
New York
(1/8/2025)
RR
Rhode Island
(12/8/2023)
RR
Vermont
(12/8/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/10/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/4/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/17/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/15/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

ND
NATIXIS DISTRIBUTION, LLC
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. | TNE INVESTMENT SERVICES, L.P. | NVEST FUNDS DISTRIBUTOR, L.P. | NGAM DISTRIBUTION, L.P. | NEW ENGLAND FUNDS, L.P. | NATIXIS DISTRIBUTORS, L.P. | NATIXIS DISTRIBUTION, LLC | NATIXIS DISTRIBUTION, L.P. | IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P.

CRD#: 34754 / SEC#: , 8-46325

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
888 Boylston Street Suite 800, Boston, MA 02199-8197
Mailing Address
888 Boylston Street Suite 800, Boston, MA 02199-8197
Phone number
(617) 449-2828
Established
Delaware since 07/23/1993
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
NATIXIS INVESTMENT MANAGERS, LLCSOLE MEMBER
GIUNTA, DAVID LAWRENCEPRESIDENT, CHIEF EXECUTIVE OFFICER2290469
LOUREIRO, ANTHONY DAVIDCHIEF COMPLIANCE OFFICER2087464
PINASMITH, BEATRIZ ANAEXECUTIVE VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER2220599
ROSH, MARILYN VINTONSENIOR VICE PRESIDENT, PRINCIPAL OPERATIONS OFFICER4206001
TOBIN, SUSAN MCWHANEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL4649471

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.

Company Information

NATIXIS DISTRIBUTION, LLC

CRD#: 34754Boston, MA 02199-8197

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