Jorge
Perez

Dmk Advisor Group, Inc

CRD#2253547
Investment Advisor
in Lutz, FL

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About this Advisor

Jorge Perez is a financial advisor operating out of Lutz, Florida with 1 year of industry experience. Perez works at Dmk Advisor Group, Inc. Perez has gained experience at American National Insurance Co, The Leaders Group Inc, Royal Alliance and Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD). Perez maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Dmk Advisor Group, Inc is a financial advisory firm based out of Lutz, FL. The firm has a total of 42 financial advisors. It manages $62 million in assets between its 436 accounts, making it one of the smaller firms in the country by assets under management. Of its 436 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on the financial services. Fee types billed by Dmk Advisor Group, Inc most likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

17961 Hunting Bow Circle Suite 102
Lutz, FL 33558

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Dmk Advisor Group, Inc Brokerage Details

Total Assets Under Management

$61,931,669

FL Average: $1,855,561,029
Total Number of Employees

42

FL Average: 62
Total Number of Accounts

436

FL Average: 2,474
Average Account Size

$142,045

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jorge Perez Work History

Jorge has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD)

1992 - Present (32 years)

American National Insurance Co

2015 - 2019 (4 years)

Royal Alliance

2009 - 2015 (6 years)

The Leaders Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jorge Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dmk Advisor Group, Inc

Peter Wyrough
Annapolis, MD
Natalie Neaton
Englewood, CO
Timothy Canfield
Denver, CO
William Norton
Lutz, FL
Melissa Wagner
Lutz, FL
Michael Blackmore
Kearney, MO
Christine Cagle
Excelsior Springs, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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