Joshua Jon Perkins

Employer firm

Dewitt And Dunn Financial Services, LLC CRD 304561

$35.6M regulatory AUM

Reported services (Item 5G)

• 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

• 03/2010 → 11/2020
  First Fidelity Tax & Insurance
  Lewisville, TX
• 12/2015 → 11/2020
  Retirement Wealth Advisors
  Lewisville, TX
• 03/2019 → Present
  American Retirement Institute
  Kennesaw, GA
• 11/2020 → Present
  Blackridge Asset Management, Llc
  Jupiter, FL
• 01/2024 → Present
  Dewitt And Dunn Financial Services, Llc
  Addison, TX

Previous Registrations

• 2020-11-12 → 2024-03-20
  Blackridge Asset Management, Llc
  Forth Worth, TX
  Jupiter, FL
• 2015-12-15 → 2020-11-11
  Brookstone Wealth Advisors, Llc
  Lewisville, TX
  Forth Worth, TX
  Lewisville, TX
  Lewisville, TX
• 2014-05-06 → 2015-12-17
  First Retirement Advisors, Llc
  Lewisville, TX

Other Businesses

(1) Independent Insurance Agent; Non-Investment Related; 4500 Mercantile Plaza Dr., Suite300, Fort Worth, TX 76137; Insurance and Medicare Services and Products; Insurance Agent; 01/2024 ; Approx. 20 Hours/wk (20 during trading hours); Independently Sell Life Insurance, Medicare products and Annuities (2) American Retirement Institute, Investment Related Lewisville, TX 75067, Financial Education, Instructor, 03/2019, 10 hrs per week (10 during trading hours); educational class instructor

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-24

Other Names

• Josh Perkins