Joshua J. Perkins

DEWITT AND DUNN FINANCIAL SERVICES

Fort Worth, TX 76137

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CRD#: 6321424

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.

(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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/24/2014

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	140
AUM (Assets Under Management)	$ 22,378,174

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.

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Joshua J. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DEWITT AND DUNN FINANCIAL SERVICES, LLC

BLACKRIDGE ASSET MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

FIRST RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2014

Current Firm

DEWITT AND DUNN FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEWITT AND DUNN FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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