Joshua PerkinsJoshua PerkinsWealth Advisor
LinkedInAbout Joshua
Joshua Perkins is a Wealth Advisor at J.P. Morgan Wealth Management.
He oversees the sophisticated scenarios of high-net-worth individuals and their families, entrepreneurs, corporate executives and business owners, delivering tailored strategies that help address the entirety of each client's financial picture.
Josh has the background and skillset to apply bestin-class fiduciary practices. He serves as a powerful advocate to bring a robust suite of wealth management and retirement plan services directly to his clients. Josh's guidance extends far beyond investment management, and he connects on common ground to build trusting relationships. He couples his sophisticated financial approaches with a personal style to help multigenerational families make the best use of their assets.
Josh is a graduate of Marquette University, where he earned a B.A. in English. He began his career as a bank teller at Bank of America and literally worked his way up the corporate ladder, quickly advancing to Bank of America Investment Services. Josh spent 19 years at Morgan Stanley, developing his asset management and advisory guidance capabilities. He joined J.P. Morgan in 2017 to bring his clients world-class investment platforms and stellar intellectual capital delivered by means of high-touch and concierge service.
A fifth-generation San Franciscan, Josh continues to reside in the city and take advantage of all that it has to offer. In his free time, he enjoys cooking for his wife and son and playing soccer in an adult league.
Insights
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Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now