Advisor at J. L. Perkins Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J. L. Perkins Wealth Management, LLC
Location
Macon, GA 31210
Credentials
Series 65
Industry experience
2 years
Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.
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 · South Carolina · Texas
J. L. Perkins Wealth Management, LLC
2023 - Present (3 years)
Dykes Foods, Inc.
2012 - Present (14 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
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Series 65
Macon, GA
Beall Financial Planning, Inc.
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
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