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
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