Edward Jones - Financial Advisor: Josh Perry

Edward Jones - Financial Advisor: Josh Perry Edward Jones is a financial – services firm dedicated to serving the needs of individual investors I received both my B.A.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. in English

and my MBA from The University of Scranton. I also worked in Admissions and Enrollment for the University for 9 years, most recently serving as the Associate Director of Admissions. Having worked closely with families and the financial aid office, I have a unique understanding of college financing. I currently live in Vandling with my wife Lauren and our two children, Louisa and Calvin. As a family, we love spending time outdoors, especially at local parks and zoos. I also enjoy playing fantasy football and following my favorite teams, the Philadelphia Eagles and Philadelphia 76ers. I look forward to working with and serving members of the community, helping them to reach their personal and financial goals. If you're interested in partnering with me, please call me at 570-261-1937.
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Once you're in the working world, having strong financial habits is essential. Spend 5 minutes today developing these cr...
06/02/2026

Once you're in the working world, having strong financial habits is essential. Spend 5 minutes today developing these crucial skills.

Financial Fitness begins with your first paycheck

Congratulations on your decision to buy a home! Learn more about the upfront and ongoing costs of homeownership and how ...
06/01/2026

Congratulations on your decision to buy a home! Learn more about the upfront and ongoing costs of homeownership and how they might fit with your other expenses.

Home ownership is a core financial strength

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/433H7ST

Want a more complete view of your overall financial well-being? Online Access allows you to connect your accounts outsid...
05/31/2026

Want a more complete view of your overall financial well-being? Online Access allows you to connect your accounts outside of Edward Jones.

Connect and view accounts you have elsewhere in Online Access.

05/30/2026

I am extending heartfelt gratitude to those who selflessly provide care and support to their loved ones. If you are embarking on the journey of financial caregiving, we have wonderful guidance to help usher you through the process.

Learn more about the responsibilities of caring for another person's financial wellbeing.

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/3RtLa8y

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars...
05/26/2026

Is how you’re living your life helping to build the future you want? We recommend taking a look at the four life pillars: health, purpose, family and finances.

Reach out to me for a copy of the new Life Pillars guide by Edward Jones. Then let’s discuss what matters most to you.

Read more: https://bit.ly/4uyH4dX

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4uJuzMo

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
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This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “...
05/24/2026

Competing priorities in life can seem overwhelming, but we’re here to help you cut through the clutter. Take our quick “My Priorities” quiz to help determine which goals matter most to YOU. Then we can talk about how to help make those visions for the future materialize: https://bit.ly/4f5NQ64

Address

140 South Mountain Boulevard
Mountain Top, PA
18707

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15708005903

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