Joshua Perkins

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 03/2017
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 05/2017 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 05/2017 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 01/2014 → 02/2021
  Westface Medical Device
  Truckee, CA
• 01/2014 → Present
  West Face Medical Devices
  Truckee, CA

Previous Registrations

• 2016-08-17 → 2017-03-21
  Ameriprise Financial Services, Llc
  San Francisco, CA
• 2009-06-01 → 2016-06-10
  Morgan Stanley
  San Rafael, CA
  San Rafael, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Rafael, CA
  San Francisco, CA
• 1998-08-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  San Francisco, CA
  San Francisc, CA

Other Businesses

Entity Name: West Face Medical Devices Investment related: N Address: 13100 FILLY LN TRUCKEE, CA, 96161-1433 Nature of the other business: Medical Devices Position/Title/Relationship: Partial Owner Start Date: 01/01/2014 "Approximate # of hours a month: 0-10 " Approximate # of hours during securities trading hours: 0 during trading hours Briefly describe your duties: No responsibility. 5% owner. I have no other role.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-24
• S63 Uniform Securities Agent State Law Examination
  1996-05-23

Other Names

• Joshua Michael Perkins