J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
34yrs
John Perry
Financial advisor at J.P. Morgan Securities
John Perry has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Los Angeles, California. After two years at Steelpeak Wealth and five years at RBC Capital Markets, John joined J.P. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 2% by experience at J.P. Morgan Securities
Office2029 Century Park E, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2024 – Nov 2025Steelpeak Wealth, LLCPreviously
- 2018 – 2024RBC Capital Markets, LLCPreviously
- 2015 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2015Morgan StanleyPreviously
- Mar 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- Jul 2006 – Apr 2008Citigroup Global Markets Inc.Previously
- 2004 – 2006Raymond James Financial Services, Inc.Previously
Earlier career (1 more)
- May 2003 – May 2004SMH Capital Advisors LLCPreviously
Contact John
Local office(310) 860-3658Ask for John. (800) 999-2000Main office · New York, NY 2029 Century Park ELos Angeles, CA 90067Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call John’s local office at (310) 860-3658 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for John Perry.
How long has John been a financial advisor?
John has been in the industry since 1992, about 34 years. Top 2% by experience at J.P. Morgan Securities.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Merrill
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Oppenheimer & Co.
47yrs
Top 1% by experience in Los Angeles