
John PerryJohn PerryExecutive Director, Client Specialist
About John
John Perry is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.
John partners with advisors and investment professionals across Florida, delivering comprehensive investment strategies and wealth planning guidance to high-net-worth individuals, families, and both growing and established businesses. Drawing on his deep background and understanding of client needs, he helps determine how clients can most effectively leverage J.P. Morgan's extensive platform and resources. John collaborates closely with advisors to develop and deliver sophisticated, in-depth strategies that address a range of complex financial considerations.
Before joining J.P. Morgan, John was a financial advisor for leading investment firms including Morgan Stanley, Wells Fargo, and RBC Wealth Management. Partnering with his father for more than 20 years, he built a substantial wealth management practice serving affluent individuals, families and business owners. His work also included designing and implementing corporate retirement plans and insurance strategies to support long-term financial objectives. John attended the University of Michigan, where he majored in Business and Psychology.
Originally from New Jersey and New York City, John lives in Boca Raton, Florida, with his wife and daughter. John enjoys travel and country music concerts and is actively involved with the YMCA of South Palm Beach County and several local animal charities.
Insights

Common financial milestones women experience throughout their lives
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How to think about market volatility
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If oil backs off, risk reprices
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Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
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Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
