I was raised in Iowa after my father moved our family from Colorado to Boone to start his career with Edward Jones in 1989. I graduated from Boone High School in 2004 and went on to earn a bachelor's degree from Iowa State University’s College of Business.

After college I married my wife, Ashley. We've since started our own family and have three wonderful children, daughters Piper and Kamden, and son Rhett. We reside between Boone and Ogden, making Boone County our home. In our free time, we enjoy spending time outdoors and traveling around the country.

My career at Edward Jones started in 2013. Since then, I've worked in our home office based in St Louis, MO, and in my branch office in Boone. To further my service to my clients, I attained the AAMS® designation in 2019.

With my established process, I build personalized strategies for my clients' goals that are aligned with risk comfort levels and time horizons that are unique to each individual. With more complex situations, we may need to partner with your CPA and attorney to help make sure we can attain the desired outcome.

My branch office administrators, Emily and Aly, are dedicated to providing you with the highest level of service possible. They have been able to provide our clients with another level of administrative support that our clients truly deserve.

While I've started a family and business in Boone, I have also been a member of our local Chamber of Commerce, serving as an ambassador to other businesses in our community and most recently as vice president of the Boone County Chamber of Commerce in 2019. This has been another way for me to help give back to my community.

Our office is located in Boone County, but no matter where you live, our objective remains the same – helping the serious, long-term investor. Don't hesitate to give us a call; we are excited to hear about what you want to achieve.

Perry Overton

Office Information

Mailing Address

Po Box 621 Boone, IA 50036

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More