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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOHN EUGENE PEREZ

Advisor at ALTITUDE CAPITAL MANAGEMENT LLC

HOUSTON, TX | DES MOINES, IA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALTITUDE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 12
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 19, 2006
First registration: Apr 20, 2006
Dual registered: no
Other names: John Eugene Perez|GENE PEREZ|JOHN PEREZ
IAPD individual key: 2658547

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALTITUDE CAPITAL MANAGEMENT LLC	Independent wealth	Mar 7, 2024	n/a	yes	HOUSTON, TX\|DES MOINES, IA	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Feb 3, 2022	Jul 25, 2023	no	MALVERN, PA\|Plano, TX	Previous registration
JIM POE AND ASSOCIATES INC.	Former SEC adviser	Feb 19, 2020	Dec 17, 2021	no	Dallas, TX\|FT. WORTH, TX	Previous registration
TRS ADVISORS, LLC	State registered	Feb 14, 2020	Dec 17, 2021	no	Dallas, TX\|FORT WORTH, TX	Previous registration
ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, L.L.C.	n/a	Aug 29, 2018	Sep 5, 2019	no	COLLEGE STATION, TX	Previous registration
BROOKSTONE CAPITAL MANAGEMENT LLC	Independent wealth	Apr 26, 2018	Jul 18, 2018	no	College Station, TX\|WHEATON, IL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	May 6, 2016	Feb 24, 2018	no	College Station, TX\|College Station, TX\|College Station, TX\|HOUSTON, TX	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Nov 24, 2014	Apr 29, 2016	no	COLLEGE STATION, TX\|COLLEGE STATION, TX\|AUSTIN, TX	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Sep 26, 2014	Oct 23, 2014	no	HOUSTON, TX	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 19, 2013	Feb 27, 2014	no	HOUSTON, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Aug 14, 2008	Jul 2, 2009	no	COLLEGE STATION, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 10, 2006	Apr 4, 2007	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
WADDELL & REED	Former SEC adviser	Apr 20, 2006	Sep 18, 2006	no	EDMOND, OK\|WEBSTER, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	ALTITUDE CAPITAL MANAGEMENT LLC	Jul 25, 2023	Mar 7, 2024	226	Firm change	Ibd to new firm
JIM POE AND ASSOCIATES INC.	VANGUARD ADVISERS, INC.	Dec 17, 2021	Feb 3, 2022	48	Firm change	Other
TRS ADVISORS, LLC	JIM POE AND ASSOCIATES INC.	Dec 17, 2021	Feb 19, 2020	-667	Firm change after gap	Other
ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, L.L.C.	TRS ADVISORS, LLC	Sep 5, 2019	Feb 14, 2020	162	Firm change	Other
BROOKSTONE CAPITAL MANAGEMENT LLC	ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, L.L.C.	Jul 18, 2018	Aug 29, 2018	42	Firm change	Other
PRINCIPAL SECURITIES, INC.	BROOKSTONE CAPITAL MANAGEMENT LLC	Feb 24, 2018	Apr 26, 2018	61	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	PRINCIPAL SECURITIES, INC.	Apr 29, 2016	May 6, 2016	7	Firm change	Other
PARK AVENUE SECURITIES LLC	TRANSAMERICA FINANCIAL ADVISORS, LLC	Oct 23, 2014	Nov 24, 2014	32	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	PARK AVENUE SECURITIES LLC	Feb 27, 2014	Sep 26, 2014	211	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	VALIC FINANCIAL ADVISORS, INC.	Jul 2, 2009	Dec 19, 2013	1,631	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Apr 4, 2007	Aug 14, 2008	498	Firm change after gap	Other
WADDELL & REED	MML INVESTORS SERVICES, LLC	Sep 18, 2006	Oct 10, 2006	22	Firm change	Other

Relationships

Registered with (13)

→ ALTITUDE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Mar 7, 2024 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Feb 3, 2022 to Jul 25, 2023factForm ADV
→ JIM POE AND ASSOCIATES INC.Registered adviserregistration: previous registration
Feb 19, 2020 to Dec 17, 2021factForm ADV
→ TRS ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 14, 2020 to Dec 17, 2021factForm ADV
→ ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, L.L.C.Registered adviserregistration: previous registration
Aug 29, 2018 to Sep 5, 2019factForm ADV
→ BROOKSTONE CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 26, 2018 to Jul 18, 2018factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
May 6, 2016 to Feb 24, 2018factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 24, 2014 to Apr 29, 2016factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Sep 26, 2014 to Oct 23, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 19, 2013 to Feb 27, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Aug 14, 2008 to Jul 2, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 10, 2006 to Apr 4, 2007factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Apr 20, 2006 to Sep 18, 2006factForm ADV

Dated events

Occurred
Jul 25, 2023
Advisor changed firm
John Eugene Perez left Vanguard Advisers, Inc. for Altitude Capital Management Llc (registered 2024-03-07)
Form ADVobserved 6 days ago