Jorge
Perez
Dmk Advisor Group, Inc
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About this Advisor
Jorge Perez is a financial advisor based in Lutz, Florida, working with Dmk Advisor Group, Inc. Jorge has previously held positions at Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD), American National Insurance Co, The Leaders Group Inc, and Royal Alliance. Jorge has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Jorge is part of Dmk Advisor Group, Inc, which operates out of Lutz, Florida. The firm has 1 office and 33 employees. The firm manages assets totaling $80.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Dmk Advisor Group, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dmk Advisor Group, Inc Brokerage Details
$80,621,557
33
462
$174,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jorge Perez Work History
Dmk Advisors (Formerly Stephen A. Kohn & Associates, LTD)
American National Insurance Co
Royal Alliance
The Leaders Group Inc
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
Lutz, FL
Lutz, FL
Lutz, FL
Annapolis, MD
Englewood, CO
Lutz, FL
Lutz, FL
Kearney, MO
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