Advisor at J. L. Perkins Wealth Management, LLC
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Firm
J. L. Perkins Wealth Management, LLC
Location
Macon, GA 31210
Credentials
Series 66
Industry experience
18 years
Joseph Perkins Jr. is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 66 designation and 18 years of industry experience. He has been with J. L. Perkins Wealth Management since 2014. In addition to his advisory role, Perkins is also licensed as an insurance agent, offering various insurance products. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers and managed-account programs. The firm operates as both an investment adviser and a licensed insurance agency, focusing on manager oversight rather than in-house portfolio management.
Based on J. L. Perkins Wealth Management, LLC
Based on J. L. Perkins Wealth Management, LLC
Flat fees for financial planning and consulting services range from $3,500 to $7,500.
Minimum fee: Written financial plans generally assessed a minimum fee of $500.
200 Northside Crossing
Macon, GA 31210
Georgia · Texas
J. L. Perkins Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Series 65
Macon, GA
Wilson Wealth Stewardship
Series 63, Series 65
Macon, GA
CFS Wealth Management
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Series 65
Macon, GA
Beall Financial Planning, Inc.
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