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
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Expansion mode: 3 signs of resilience in the US economy
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How to include your grandchild in your financial plan
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How advances in artificial intelligence may change health care
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Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowExpansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowWhat to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowHow to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowHow advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowFour beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWhen does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now