Jarrett Perez, CFA
Vice President, Financial Advisor, Portfolio Manager
Including his time with D.A. Davidson, Jarrett has over 19 years of experience in the financial services industry. After graduating from Fresno State University, Jarrett developed a comprehensive skill set from experience through various positions at UBS, Seidler, and as Operations Manager for the Fresno branch of D.A. Davidson. Now he serves as Portfolio Manager at Crowell Weedon Asset Management–Montecito Investment Portfolios. Recognizing the importance of education in his field, Jarrett also received his Chartered Financial Analyst® (CFA®) designation in 2011. Outside of the office, life centers around sports and family for the father of four; Jarrett enjoys tennis, basketball, and golf in addition to spending time with his wife, Sarah, daughters Lily, Chloe, Anna and son Aidan.