CRD: 174308
J. L. Perkins Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2015
- Office Locations
- 1
Office Locations
About J. L. Perkins Wealth Management, LLC
J.L. Perkins Wealth Management is a Macon, GA RIA serving retirement investors age 55+ (often $1M+ investable assets) with a Retirement Clarity Review and ongoing retirement-focused planning. The practice also offers tax and estate planning and insurance/legacy guidance, and implements portfolios heavily with ETFs. They drive engagement through a podcast and in-person events; custodians include Schwab.
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Owner & Executives
JOSEPH LEE PERKINS JR
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5398741
- Ownership
- 75% or more
Tracie Mincie
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Keith Alan Dykes
Financial Advisor
- CRD
- #7855424
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,180,370 | $205,760 |
| Non-Discretionary | $0 | -- |
| Total | $142,180,370 | $205,760 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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