J. L. Perkins Wealth Management, LLC

J. L. Perkins Wealth Management, LLC (CRD# 174308) is a financial advisory firm headquartered in Macon, GA. They manage $66,472,519 in 437 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 Northside Crossing, Macon, GA 31210
https://www.myretirementclarity.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $152,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, SC, TX

Financial Advisors at J. L. Perkins Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Perkins, financial advisor Macon GA
Joseph L. Perkins
CRD#: 5398741
200 Northside Crossing, Macon, GA 31210

Joseph Perkins (CRD# 5398741) is an Investment Advisor Representative working at J. L. Perkins Wealth Management, LLC in Macon, GA and has over 16 years of experience in the finance industry.

2
Keith Dykes, financial advisor Macon GA
Keith A. Dykes
CRD#: 7855424
200 Northside Crossing, Macon, GA 31210

Keith Dykes (CRD# 7855424) is an Investment Advisor Representative working at J. L. Perkins Wealth Management, LLC in Macon, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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