Joshua PerkinsJoshua Perkins, AIF®
Wealth Advisor

"I help to simplify and enhance what are often complex personal finances and to grow, conserve and diversify significant assets."

About Joshua

Joshua Perkins, AIF® is a Wealth Advisor with 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.

As an Accredited Investment Fiduciary® (AIF), Josh has the background and skillset to apply best-in-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 multi-generational 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.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.