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 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.

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.