Unclaimed Profile

Jorge Ramon Perez

DMK ADVISOR GROUP, INC.·LUTZ, Florida

DMK ADVISOR GROUP, INC.

17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 2253547Firm CRD# 41067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jorge Ramon Perez · LUTZ, FL

Registration

CRD #2253547 · DMK ADVISOR GROUP, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Jorge Ramon Perez is a registered financial advisor based in LUTZ, Florida, affiliated with DMK ADVISOR GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DMK ADVISOR GROUP, INC.

AUM

$81M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DMK ADVISOR GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2253547

Firm CRD# 41067

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jorge Ramon Perez offer?

Jorge Ramon Perez specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.

What are Jorge Ramon Perez's credentials?

Jorge Ramon Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jorge Ramon Perez located?

Jorge Ramon Perez is based in LUTZ, Florida, working with DMK ADVISOR GROUP, INC.. Their office serves clients in the LUTZ metropolitan area and surrounding communities.

How does Jorge Ramon Perez charge for services?

Jorge Ramon Perez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DMK ADVISOR GROUP, INC.?

DMK ADVISOR GROUP, INC. has approximately 33 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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