Member Login

JOSHUA PERRY

Edward Jones

As a Certified Exit Planning Advisor (CEPA®), Joshua Perry is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Joshua Perry - - Edward Jones - Vandling, Pennsylvania, city=Vandling, display_country=United States, hs_object_source_detail_1=Find a CEPA September 2025 , hs_object_source_label=AUTOMATION_PLATFORM, url_slug=joshua-perry, lname=Perry, hs_object_source_id=enrollmentId:1960857128744;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20SEPTEMBER%202025/Perry-Joshua-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-September-2025.pdf, hs_createdate=1759498237675, cohortium_profile_title=Joshua Perry | Financial Advisor at Edward Jones | CEPA Connect Member, state=Pennsylvania, id=35929095290, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Joshua Perry, email=josh.perry@edwardjones.com, cohortium_meta_description=Connect with Joshua Perry, a specialized Financial Advisor working with Edward Jones based in Pennsylvania., associated_contact_record_id=123008311709, website=https://www.edwardjones.com/us-en/financial-advisor/josh-perry, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20SEPTEMBER%202025/10215_Perry_CEPA-Certificate-2025-September.pdf, is_editable=editable, url_slug_2=joshua-perry, impersonate_user_url=https://exit-planning-institute.org/member-detail/joshua-perry?impersonation=true, full_name=Joshua Perry, hs_lastmodifieddate=1764932342865, phone=+1 570-335-3662, company_name=Edward Jones, name=Joshua, hs_object_id=35929095290, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=18421, status=Published, hs_updated_by_user_id=78050139}