Position:
Private Client Investment Associate at J.P. Morgan Wealth Management
Location:
New York City Metropolitan Area, United States
Found email addresses for Robert Perez:
Found phones for Robert Perez:
Aug 2025 - Current
Feb 2024 - Aug 2025
Jun 2023 - Jan 2024
Their professional focus is Customer Relationship Management (CRM), Financial Planning, and Financial Services across 3 core areas.
Robert holds Series 7, Series 65, and Series 63 certifications.
Bachelor's degree at Long Island University
Associate's degree at Suffolk County Community College
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