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Joshua William Perry

Brighton Jones LLC

Dallas, TX

Seattle, WA

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Current Employers
Brighton Jones Llc

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-03
  • TX RA
    APPROVED
    Since 2025-07-03

Branch Locations

8150 N. Central Expressway Suite 875, Dallas, TX 75206 • United States

2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Group Charlotte NC 06/2023 08/2023
Actalent Addison TX 05/2022 08/2022
Full Time Education Fort Worth TX 08/2020 05/2021
Diablo Country Club Diablo CA 05/2021 08/2021
Full Time Education Fort Worth TX 08/2021 05/2022
Full Time Education Fort Worth TX 08/2023 08/2024
Full Time Education Danville CA 08/2016 08/2020
Charles Schwab & Co., Inc. Westlake TX 09/2024 05/2025
Full Time Education Fort Worth TX 08/2022 05/2023
Brighton Jones Dallas TX 05/2025 Present
  • 06/2023 → 08/2023
    Compass Group
    Charlotte, NC
  • 05/2022 → 08/2022
    Actalent
    Addison, TX
  • 08/2020 → 05/2021
    Full Time Education
    Fort Worth, TX
  • 05/2021 → 08/2021
    Diablo Country Club
    Diablo, CA
  • 08/2021 → 05/2022
    Full Time Education
    Fort Worth, TX
  • 08/2023 → 08/2024
    Full Time Education
    Fort Worth, TX
  • 08/2016 → 08/2020
    Full Time Education
    Danville, CA
  • 09/2024 → 05/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2022 → 05/2023
    Full Time Education
    Fort Worth, TX
  • 05/2025 → Present
    Brighton Jones
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-02
S63 Uniform Securities Agent State Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-02
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31
Other Names
  • Josh William Perry

View on SEC IAPD

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Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

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