John Perez has been an investment adviser representative at Altitude Capital Management since March 2024, and is not listed among the firm’s executive officers or direct owners.
Altitude Capital Management LLC is a Des Moines, IA firm with $104M under management, 488 clients and 26 advisers across 28 offices, as of its October 2026 filing.
John Perez’s longest registration is the current one, 2 years at Altitude Capital Management since 2024. Before joining Altitude Capital Management in 2024, John Perez was registered through Vanguard Advisers, Inc. and Jim Poe & Associates, Inc.
- – present · 2 yearsHouston, TX · Adviser representative · Firm CRD 329366
- Vanguard Advisers, Inc.– · 1 yearPlano, TX · Adviser representative · Firm CRD 106715
- Jim Poe & Associates, Inc.– · 1 yearDallas, TX · Adviser representative · Firm CRD 140232
- TRS Advisors, LLC– · 1 yearFort Worth, TX · Adviser representative · Firm CRD 283248
- Element Retirement & Investment Consultants, L.L.C.– · 1 yearCollege Station, TX · Adviser representative · Firm CRD 159503
- Brookstone Capital Management LLC– · under a yearCollege Station, TX · Adviser representative · Firm CRD 141413
- Principal Securities, Inc.– · 1 yearCollege Station, TX · Adviser representative · Firm CRD 1137
- Transamerica Financial Advisors, Inc.– · 1 yearCollege Station, TX · Adviser representative · Firm CRD 16164
- Park Avenue Securities LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 46173
- Valic Financial Advisors, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 42803
- Chase Investment Services Corp.– · under a yearCollege Station, TX · Adviser representative · Firm CRD 25574
- MML Investors Services, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 10409
- Waddell & Reed, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 866
Investment adviser representative registrations
John Perez is registered as an investment adviser representative in 3 states. The first approvals date from March 2024; the most recent are California and Michigan, in January 2025.
- CaliforniaSince 27 January 2025
- MichiganSince 27 January 2025
- TexasSince 7 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2022 |
| Series 7TO | General Securities Representative Examination | 15 February 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 14 November 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 July 2003 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Eugene Perez
- CRD
- 2658547
- Firm
- Altitude Capital Management · CRD 329366
- Office
- Houston, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does John Perez work?
John Perez is an investment adviser representative registered through Altitude Capital Management LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Perez a financial advisor?
Yes. John Perez has a current investment-adviser registration in California, Michigan and Texas, through Altitude Capital Management since March 2024.
How many years of experience does John Perez have?
John Perez has 19 years in the financial industry, since July 2007, across 13 adviser firms.
What exams has John Perez passed?
John Perez has passed 5 licensing exams: the Series 6, Series 65, Series 7, Series 7TO and Series 63. The earliest, the Series 6, was passed in July 2003. FINRA credited John Perez with the SIE, which began in October 2018.
Where did John Perez work before Altitude Capital Management?
Before Altitude Capital Management, John Perez was registered through Vanguard Advisers, Inc., February 2022 to July 2023; Jim Poe & Associates, Inc., February 2020 to December 2021; TRS Advisors, LLC, February 2020 to December 2021; Element Retirement & Investment Consultants, L.L.C., August 2018 to September 2019; Brookstone Capital Management LLC, April 2018 to July 2018; Principal Securities, Inc., May 2016 to February 2018; Transamerica Financial Advisors, Inc., November 2014 to April 2016; Park Avenue Securities LLC, September 2014 to October 2014; Valic Financial Advisors, Inc., December 2013 to February 2014; Chase Investment Services Corp., August 2008 to July 2009; MML Investors Services, Inc., October 2006 to April 2007; Waddell & Reed, Inc., April 2006 to September 2006.
Where is John Perez based?
John Perez’s registered office is in Houston, TX.
Is John Perez registered with FINRA?
No. John Perez has no current broker registration.
How can I verify John Perez’s record?
Search CRD 2658547 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Perez’s full registration record.
