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.