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JP

Jose M. Perla Portillo

STATETRUST INVESTMENTS
Boca Raton, FL 33487
Some features on this profile are disabled
CRD#: 8001557
JP

Professional summary

Jose Manuel Perla Portillo, who also goes by Jose Manuel Perla, is a registered financial professional currently at STATETRUST INVESTMENTS INC. located in Boca Raton, Florida.

Jose is registered as a RR (Registered Representative) and started their career in finance in 2025. Jose has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jose Manuel Perla

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 Jose Manuel Perla Portillo's CRS (Customer Relationship Summary).
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

April 25, 2025 - Present

STATETRUST INVESTMENTS INC.

Office #1: 1750 Clint Moore Road, Boca Raton, FL 33487
BD
CRD#: 104651
Boca Raton, FL

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
Florida
(4/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/3/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SI
STATETRUST INVESTMENTS INC.
STATETRUST INVESTMENTS INC.

CRD#: 104651 / SEC#: , 8-52954

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

Main Address
1750 Clint Moore Road, Boca Raton, FL 33487
Mailing Address
1750 Clint Moore Road, Boca Raton, FL 33487
Phone number
(305) 921-8100
Established
Delaware since 04/14/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STATETRUST GROUPSHAREHOLDER
APONTE, NAPOLEON ARTUROCCO, SROP, MUNI PRINCIPAL3051313
CIMBAL, JEFFREY WAYNEPRESIDENT - FINOP2028791

Disclosures

Regulatory Event7

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

STATETRUST INVESTMENTS INC.

CRD#: 104651Boca Raton, FL 33487

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