A complete list of active advisors currently associated with J. L. Perkins Wealth Management, LLC

Warmer can help you find a great advisor at J. L. Perkins Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at J. L. Perkins Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.