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Joshua Perkins

Joshua Perkins

I serve the personal wealth management needs of affluent individuals, entrepreneurs, business owners and corporate executives who have invested time and energy to acquire substantial capital and look to me for differentiated strategies to create long-term value for the next generation.


415.315.8402

joshua.perkins@jpmorgan.com

560 Mission Street
Suite 2400
San Francisco, CA 94105

Helping Clients Transform Success Into a Sustainable Legacy

ATTENTION FOR THE COMPLEXITIES OF WEALTH

Many of my clients are at their peak earning years and in careers that demand significant energy and attention. With a shortage of time to devote to investment planning, they turn to me to address the full complement of their wealth management objectives. I help simplify and enhance complex personal finances and grow, conserve, and diversify sizeable assets. I work alongside CPAs, attorneys and other external advisors to help ensure that the entirety of clients’ tax and estate planning considerations are aligned and integrated.

EXPERIENCED AND INTEGRATED CAPABILITIES

I believe that my most important role is that of problem solver, and I have the privilege of working with multi-generational families to identify their needs and target appropriate strategies that attend to these concerns. I draw on more than 25 years of wealth management experience to navigate the breadth of J.P. Morgan’s global resources and provide direct access to a wide range of products and services.

  • ESTATE AND TAX PLANNING GUIDANCE
  • GENERATIONAL WEALTH TRANSFER
  • RETIREMENT PLANNING
  • MORTGAGE/CREDIT FACILITIES
  • COLLEGE FUNDING

Investment Approach

Specialized Wealth Management Support for the Unique Needs of Entrepreneurs, Executives and Business Owners

MY SUITE OF SERVICES FOR SUCCESSFUL PROFESSIONALS

I understand that as difficult as it is to build a company and amass wealth, maintaining these assets can also be challenging. My team and I have been advising entrepreneurs and other prosperous clients for many years and have honed our approach to the personal wealth management opportunities that often accompany significant achievement.

Cash Flow Management

We are skilled in investing short-term cash to generate income streams that care for living expenses, estimated taxes, trust distributions and other payments. We also develop strategies that address the need for differentiated liquidity.

Corporate Retirement Planning

As a core competency, my team and I provide 401(k) and 403(b) programs, defined benefit plans, profit-sharing strategies and pension funds that help address the accumulation of retirement savings.

Liquidity Events 

By participating in pre- and post-transaction planning, we evaluate the timing and impacts of liquidity events and address tax and other considerations.

Hedging And Monetization Strategies

We recognize the disquiet that results from having considerable resources invested in a single brand. Working within your risk parameters and individualized requirements, my team and I create uncorrelated investment strategies that help diversify away from concentrated positions.

Executive Services

My team and I guide C-Suite clients to make the best use of equity compensation. We have deep experience with stock options, restricted stock sales, block trading, 10b5-1 contracts and other instruments. 

Business Succession

Many business owners want their firms to continue beyond their lifetimes, managed by their children and, possibly, future generations. My team and I draw from our experience among this thriving client base to guide you through your particular goals and aspirations.

Joshua Perkins, AIF®

Wealth Advisor


415.315.8402

joshua.perkins@jpmorgan.com

560 Mission St, Floor 24
San Francisco, CA, 94105-2907, United States

 

 

 

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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