Unclaimed Profile

Jose Luis Perich

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, Florida

SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record7 years registeredEFG ASSET MANAGEMENT (AMERICAS) CORP.

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1309507Firm CRD# 158905

Profile Verification

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

Identity

Jose Luis Perich · MIAMI, FL

Registration

CRD #1309507 · EFG ASSET MANAGEMENT (AMERICAS) CORP. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EFG ASSET MANAGEMENT (AMERICAS) CORP.

CREAND MANAGEMENT

Jun 2024 – Sep 2024

MIAMI, FL

EFG ASSET MANAGEMENT (AMERICAS) CORP.

Aug 2022 – Dec 2022

MIAMI, FL

A.G.P / ALLIANCE GLOBAL PARTNERS

Sep 2019 – Jun 2022

Miami, FL

CITIGROUP GLOBAL MARKETS INC.

Oct 2018 – Sep 2019

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · October 10, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

EFG ASSET MANAGEMENT (AMERICAS) CORP.

CRD 158905 · SEC 801-72773

AUM

$1.5B

Regulatory assets under management

Employees

714 client accounts

Services offered by EFG ASSET MANAGEMENT (AMERICAS) CORP.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EFG ASSET MANAGEMENT (AMERICAS) CORP. →

Introduction

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Frequently Asked Questions

What services does Jose Luis Perich offer?

Jose Luis Perich specializes in Investment Management, Wealth Management.

What are Jose Luis Perich's credentials?

Jose Luis Perich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Luis Perich located?

Jose Luis Perich is based in MIAMI, Florida, last registered with EFG ASSET MANAGEMENT (AMERICAS) CORP..

How does Jose Luis Perich charge for services?

Jose Luis Perich's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFG ASSET MANAGEMENT (AMERICAS) CORP.?

EFG ASSET MANAGEMENT (AMERICAS) CORP. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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