Mark Perlson
Directeur Général chez JP Wealth Management, Inc.
Profil
Mr. Mark Perlson, CPA, is a Director of Financial Services at JP Wealth Management, Inc. He is also a Co-Founder.
He graduated from the University at Albany, in 1977 with a Bachelor of Science Degree in Accounting.
In 1980, he earned the Certified Public Accountant designation.
Mr. Perlson has earned the additional AICPA designation of Personal Financial Specialist and holds the NASD Series 65 License.
Postes actifs de Mark Perlson
| Sociétés | Poste | Début |
|---|---|---|
JP Wealth Management, Inc.
 JP Wealth Management, Inc. Investment ManagersFinance JP Wealth Management, Inc. provides investment advice. The private company is based in Mount Pleasant, SC. The company was founded in 2004 by Mark Perlson. Mark Perlson has been the CEO since 2004. | Directeur Général | 01/06/2004 |
Formation de Mark Perlson
| State University of New York at Albany | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
JP Wealth Management, Inc.
JP Wealth Management, Inc. Investment ManagersFinance JP Wealth Management, Inc. provides investment advice. The private company is based in Mount Pleasant, SC. The company was founded in 2004 by Mark Perlson. Mark Perlson has been the CEO since 2004. | Finance |