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Keith D
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Keith Dykes is a financial advisor with J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation and 2 years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in Dykes Foods, Inc., a food service business he has been associated with since 2012. J. L. Perkins Wealth Management serves individual investors and retirement plans using a manager-of-managers approach, focusing on model and third-party manager relationships rather than direct stock selection. The firm provides due diligence, periodic reviews, and discretionary allocation among third-party managers, distinguishing itself by also operating as a licensed insurance agency.
Joseph P
Series 66
Macon, GA
J. L. Perkins Wealth Management, LLC
Joseph Perkins Jr. is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with J. L. Perkins Wealth Management, LLC in Macon, GA since 2014. In addition to his advisory role, he is also licensed as an insurance agent and engages in insurance sales outside of securities trading hours. J. L. Perkins Wealth Management serves individual investors and retirement plans primarily through a manager-of-managers approach, utilizing model and third-party manager relationships instead of direct stock selection. The firm provides due diligence and discretionary allocation among outside managers and operates as both a registered investment advisor and a licensed insurance agency.
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