J. L. Perkins Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
J. L. Perkins Wealth Management serves individual investors and retirement plans, working with a client base managed through model and third‑party manager relationships rather than through direct stock selection. The firm operates as an SEC‑registered advisor with $142 million in discretionary assets under management and refers client assets to outside managers as its primary advisory service.
The firm’s investment approach centers on a manager‑of‑managers model: it participates in co‑advisory and managed account programs (including Orion Portfolio Solutions and AE Wealth Management) and implements model portfolios selected for each client. J. L. Perkins provides due diligence, periodic reviews, and discretionary allocation among third‑party model managers but does not recommend or trade individual securities for clients.
A distinctive feature disclosed in the brochure is that the firm is also a licensed insurance agency and its representatives are insurance agents who may sell commissionable insurance products in addition to charging advisory fees; the brochure notes internal policies intended to ensure any insurance recommendation is in the client’s best interest. The firm’s reliance on third‑party managers and model portfolios instead of direct portfolio management for individuals, together with the affiliated insurance activity, differentiates it from many peers.
Client services
Expertise
Fee options
up to 1.50% annually
Insurance commissions from insurance product sales, separate and in addition to advisory fees.
Main office
215 Sheraton Boulevard
Macon GA 31210
Advisors at this office
2
Most active in
Florida · Georgia · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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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