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JP

Joshua J. Perkins

DEWITT AND DUNN FINANCIAL SERVICES
Fort Worth, TX 76137
Some features on this profile are disabled
CRD#: 6321424
JP

Professional summary

Joshua Jon Perkins, who also goes by Josh Perkins, is a registered financial advisor currently at DEWITT AND DUNN FINANCIAL SERVICES, LLC located in Fort Worth, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joshua has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Perkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Jon Perkins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2024 - Present

DEWITT AND DUNN FINANCIAL SERVICES, LLC

Office #1: 4500 Mercantile Plaza Dr., Suite 300, Fort Worth, TX 76137
RIA
CRD#: 304561
Fort Worth, TX
Past

November 12, 2020 - March 20, 2024

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA
CRD#: 277085
Forth Worth, TX
Past

December 15, 2015 - November 11, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Forth Worth, TX
Past

May 6, 2014 - December 17, 2015

FIRST RETIREMENT ADVISORS, LLC

RIA
CRD#: 170960
LEWISVILLE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/2014
Uniform Investment Adviser Law Examination

Current Firm

DA
DEWITT AND DUNN FINANCIAL SERVICES, LLC
DEWITT AND DUNN FINANCIAL SERVICES, LLC

CRD#: 304561 / SEC#:

Texas
Registered Investment Advisory firm - (9/27/2020 Approved)
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Contact information

Main Address
15455 Dallas Parkway, Suite 240, Addison, TX 75001
Mailing Address
Phone number
(972) 473-4700
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts205
AUM (Assets Under Management)$ 35,628,785

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DEWITT AND DUNN FINANCIAL SERVICES, LLC

CRD#: 304561Fort Worth, TX 76137

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