Jose Perez Jr. is the Client Relations Manager here at Heritage Wealth Management. He seeks to provide the highest level of customer service for every client. Additionally, he assists with the firm's marketing, event planning, and compliance.
Jose has received his California Insurance License #OK38235, and holds his FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses through LPL Financial.
Outside of the office, he enjoys hiking, traveling, and spending time with his family and friends. He is an avid reader and enjoys keeping up with current events.