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Managing Member and Chief Compliance Officer · J. L. Perkins Wealth Management, LLC

Joseph L. Perkins

CRD 5398741 · Named on Form ADV at one SEC-registered adviser

At a glance

J. L. Perkins Wealth Management, LLC, an SEC-registered wealth manager based in Macon, GA with $142 million in regulatory assets, lists Joseph L. Perkins on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Tracie MincieDirector of Operations, J. L. Perkins Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.