
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

The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read Now
The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now
Planning with family entities
November 4, 2026A family LLC or partnership could be the core of an estate plan, especially for complex and valuable assets.Read Now
Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
