Unclaimed Profile

Jorge Ramon Perez

DMK ADVISOR GROUP, INC.·LUTZ, Florida

SIE, Series 6, Series 63, Series 65Clean record8 years registeredDMK 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. · 8 years registered

Brand Profile

Not yet started

Career History

DMK ADVISOR GROUP, INC.

Jan 2022 – present

COMPASS FINANCIAL MANAGEMENT LLC

Mar 2024 – Dec 2025

Lutz, FL

DMK ADVISOR GROUP, INC.

Aug 2019 – Dec 2021

Winter Springs, FL

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2017 – Jul 2019

LUTZ, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · November 28, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DMK ADVISOR GROUP, INC.

CRD 41067 · SEC 801-121389

AUM

$81M

Regulatory assets under management

Employees

462 client accounts

Services offered by DMK ADVISOR GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DMK ADVISOR GROUP, INC. →

Introduction

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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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