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
J. L. Perkins Wealth Management, LLC
By the Numbers
-
Total Assets Under Management66MILLION
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Total Number of Accounts437ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, SC, TX
Financial Advisors at J. L. Perkins Wealth Management, LLC
1
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 (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.
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