Joseph Perry
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Beuford Capital Partners LLCAug 2025 to now
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, NAJul 2024 to now
- JPMorgan Securities LLCJul 2024 to now
- UnemployedJun 2024 to Jun 2024
- College Movers & Junk HaulingMar 2024 to May 2024
- College Works PaintingOct 2023 to Oct 2023
- JPMorgan Chase Bank, NAJun 2023 to Aug 2023
- Morgan StanleyAug 2022 to Apr 2023
- Oxford Financial GroupMay 2022 to Jul 2022
- Indiana University Residential Programs and ServicesAug 2021 to May 2024
- College Works PaintingMar 2021 to Aug 2021
- Vanguard National Trailer CorpNov 2020 to Jan 2021
- Indiana University Recreational SportsSep 2020 to Mar 2021
- Kelley School of BusinessAug 2020 to May 2024
- Franklin Electric (aqua Systems)Jun 2019 to Aug 2021
- UnemployedAug 2018 to May 2019
- Vanguard National Trailer CorpMay 2018 to Jul 2018
- UnemployedJul 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7601049
- Firm CRD
- 79