This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

J.P. MORGAN SECURITIES LLC

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 14, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63|S66

First exam

Jul 14, 2015

First registration

May 11, 2016

Dual registered

yes, broker-dealer

Other names

JULIAN ANDREW PEREZ|Julian Perez

IAPD individual key

6292742

• Occurred

  Apr 18, 2022
  Advisor changed firm

  Julian Perez left Fidelity Personal And Workplace Advisors for J.P. Morgan Securities Llc (registered 2022-04-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d6cb600-c58c-493e-9acf-6f5173aad76c

First observed

May 11, 2016

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.