J. L. Perkins Wealth Management, LLC

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Client assets under management

$142,180,370

Clients

339

2% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

170

Very High

Average account size

$419,411

About

J. L. Perkins Wealth Management provides investment advisory services to individual investors and retirement plans by referring client assets to third-party money managers and managed-account programs. The firm is also a licensed insurance agency, and its representatives may offer and sell insurance products for additional, commission-based compensation.

Rather than directly managing individual portfolios or recommending individual securities, the firm accesses model portfolios and non‑affiliated model managers through platforms such as Orion Portfolio Solutions and AE Wealth Management and retains discretion to allocate assets into those programs. J. L. Perkins conducts initial due diligence on selected managers, reviews manager reports at least annually, and communicates with clients and managers as part of its “manage‑the‑manager” role.

Distinctive aspects noted in the brochure include the firm’s dual role as a registered adviser and an insurance agency, a relationship the brochure discloses as a potential conflict and addresses through internal policies and disclosures. The firm’s most recent brochure amendment removed financial planning and consulting as offered services, it generally leaves proxy voting to clients or to the chosen third‑party managers, and it provides verbal account reviews on request rather than routine written reports.

Client services

Portfolio management Selection of other advisers

Expertise

Passive / index investing

Fee options

Percentage

up to 1.50% annually

Commissions

Insurance commissions earned by persons who are also insurance agents; separate and in addition to advisory fees.

Main office location

J. L. Perkins Wealth Management, LLC

200 Northside Crossing

Macon GA 31210, United States

Number of offices

Most active in

Georgia · South Carolina · Texas

Disclosures

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 478-254-3550

Advisors at this firm

Keith D

Series 65

Macon, GA

J. L. Perkins Wealth Management, LLC

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.

Passive / index investing

Joseph P

Series 66

Macon, GA

J. L. Perkins Wealth Management, LLC

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.

Passive / index investing

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