Jason Perez, Cfp®

Jason Perez, Cfp® Email and Phone Number

Senior VP & Senior Financial Advisor at Harbour Bridge Wealth Management Advisors @ Harbour Bridge Wealth Management Advisors
26 Main St,
Jason Perez, Cfp®'s Location
New York City Metropolitan Area, United States, United States
Jason Perez, Cfp®'s Contact Details
About Jason Perez, Cfp®

At Harbour Bridge Wealth Management Advisors, our mission is to provide financial and risk management advice to our clients, which include corporate executives, doctors, attorneys, entertainers, educators and entrepreneurs. We do this in a consultative and comprehensive manner which involves a team of advisors whose sole focus is helping ensure that each client's needs are met through customized investment solutions while leveraging the resources of Wells Fargo Advisors Financial Network and it's affiliates.This information is intended for use only by residents of CA, CT, DE, FL, IL, IN, MA, ME, NC, NJ, NY, PA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Jason Perez, Cfp®'s Current Company Details
Harbour Bridge Wealth Management Advisors

Harbour Bridge Wealth Management Advisors

View
Senior VP & Senior Financial Advisor at Harbour Bridge Wealth Management Advisors
26 Main St,
Employees:
9
Jason Perez, Cfp® Work Experience Details
  • Harbour Bridge Wealth Management Advisors
    Harbour Bridge Wealth Management Advisors
    New York, Ny, Us
  • Harbour Bridge Wealth Management Advisors
    Senior Vp | Senior Financial Advisor
    Harbour Bridge Wealth Management Advisors Nov 2022 - Present
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2005 - Nov 2021
    St. Louis, Missouri, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 2002 - Aug 2005
    New York, Ny, Us
  • Goldman Sachs
    Analyst
    Goldman Sachs Jun 2000 - May 2002
    New York, New York, Us

Jason Perez, Cfp® Skills

Investment Strategies Retirement Planning Risk Management Tactical Asset Allocation Asset Allocation Financial Advisory Multigenerational Wealth Planning Wealth Preservation Planning Estate Investment Planning Business Owner Planning Business Succession Planning Exchange Traded Funds Investments Mutual Funds Equities Financial Services Financial Modeling Capital Markets Finance Tax Efficient Strategies Strategic Planning Relationship Management Alternative Investments

Jason Perez, Cfp® Education Details

  • Stevens Institute Of Technology
    Stevens Institute Of Technology
    Mechanical Engineering

Frequently Asked Questions about Jason Perez, Cfp®

What company does Jason Perez, Cfp® work for?

Jason Perez, Cfp® works for Harbour Bridge Wealth Management Advisors

What is Jason Perez, Cfp®'s role at the current company?

Jason Perez, Cfp®'s current role is Senior VP & Senior Financial Advisor at Harbour Bridge Wealth Management Advisors.

What is Jason Perez, Cfp®'s email address?

Jason Perez, Cfp®'s email address is ja****@****ors.com

What is Jason Perez, Cfp®'s direct phone number?

Jason Perez, Cfp®'s direct phone number is +197386*****

What schools did Jason Perez, Cfp® attend?

Jason Perez, Cfp® attended Stevens Institute Of Technology.

What skills is Jason Perez, Cfp® known for?

Jason Perez, Cfp® has skills like Investment Strategies, Retirement Planning, Risk Management, Tactical Asset Allocation, Asset Allocation, Financial Advisory, Multigenerational Wealth Planning, Wealth Preservation Planning, Estate Investment Planning, Business Owner Planning, Business Succession Planning, Exchange Traded Funds.

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