AdFi
JE

John Eugene Perez

Investment Adviser Representative at ALTITUDE CAPITAL MANAGEMENT LLC

Houston, TXCRD #2658547Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Eugene Perez has worked in the securities industry since 2007. They are registered to provide investment advisory services in California, Michigan, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaMichiganTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/4/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 4/19/2006
Series 7
General Securities Representative Examination
Passed 2/15/2022
SIE
Securities Industry Essentials Examination
Passed 2/24/2018
Series 7
General Securities Representative Examination
Passed 11/14/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/15/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Altitude Capital Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALTITUDE CAPITAL MANAGEMENT LLCCurrent
3/7/2024Houston, TX
VANGUARD ADVISERS, INC.
2/3/20227/25/2023Plano, TX
JIM POE & ASSOCIATES, INC.
2/19/202012/17/2021Dallas, TX
TRS ADVISORS, LLC
2/14/202012/17/2021Fort Worth, TX
ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, L.L.C.
8/29/20189/5/2019College Station, TX
BROOKSTONE CAPITAL MANAGEMENT LLC
4/26/20187/18/2018College Station, TX
PRINCIPAL SECURITIES, INC.
5/6/20162/24/2018College Station, TX
TRANSAMERICA FINANCIAL ADVISORS, INC.
11/24/20144/29/2016College Station, TX
PARK AVENUE SECURITIES LLC
9/26/201410/23/2014Houston, TX
VALIC FINANCIAL ADVISORS, INC.
12/19/20132/27/2014Houston, TX
CHASE INVESTMENT SERVICES CORP.
8/14/20087/2/2009College Station, TX
MML INVESTORS SERVICES, INC.
10/10/20064/4/2007Houston, TX
WADDELL & REED, INC.
4/20/20069/18/2006Houston, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Eugene Perez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Eugene Perez - Financial Advisor in Houston, TX | AdvisorFinder