Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

J. L. Perkins Wealth Management, LLC financial advisors in Macon, GA

Every SEC-registered investment adviser representative at a J. L. Perkins Wealth Management, LLC office in Macon, A to Z.

The short answer

3 registered advisors work at J. L. Perkins Wealth Management, LLC in Macon, out of 3 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

J. L. Perkins Wealth Management, LLC advisors in Macon, A to Z

Every J. L. Perkins Wealth Management, LLC advisor →

J. L. Perkins Wealth Management, LLC advisors in every city and state →J. L. Perkins Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Macon

All Macon advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 29Morgan Stanley 17Valic Financial Advisors, Inc. 17Raymond James & Associates, Inc. 14Stifel, Nicolaus & Company, Incorporated 13Christy Capital Management, Inc. 11Patton Albertson Miller Group, LLC 6Osaic Wealth, Inc. 5Eagle Strategies LLC 4MML Investors Services, LLC 4State Farm Investment Management Corp. 4Ameriprise Financial Services, LLC 3

Questions

How many financial advisors does J. L. Perkins Wealth Management, LLC have in Macon?

3 investment adviser representatives are registered at J. L. Perkins Wealth Management, LLC offices in Macon, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is J. L. Perkins Wealth Management, LLC one of the largest advisor employers in Macon?

J. L. Perkins Wealth Management, LLC ranks number 14 in Macon by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 29.

How do I check a J. L. Perkins Wealth Management, LLC advisor in Macon?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J. L. Perkins Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.