Joseph Lee Perkins

Employer firm

J. L. Perkins Wealth Management, LLC CRD 174308

$142M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

J. L. Perkins Wealth Management, Llc

215 Sheraton Boulevard, Macon, GA 31210 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-04-22
GA	RA	APPROVED	2015-04-08

TX RA
APPROVED

Since 2015-04-22
GA RA
APPROVED

Since 2015-04-08

Branch Locations

215 Sheraton Boulevard, Macon, GA 31210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
J. L. Perkins Wealth Management	Macon	GA	01/2014	Present

01/2014 → Present

J. L. Perkins Wealth Management

Macon, GA

Previous Registrations

2014-04-08 → 2016-03-29

Reliastar Capital Management, Inc.

Dawsonville, GA
2010-01-22 → 2014-02-06

Christy Capital Management, Inc.

Macon, GA
2009-06-01 → 2010-01-13

Morgan Stanley

Macon, GA
2007-12-05 → 2009-06-01

Citigroup Global Markets Inc.

Macon, GA

Other Businesses

Insurance Agent; Non Investment-Related; Insurance Sales; 10 Hours per Month; 0 Hours During Securities Trading Hours; Sales of Various Insurance Products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-10-16

S66 Uniform Combined State Law Examination

2007-10-16

Other Names

Joseph Lee Perkins Jr
Joseph Lee Perkins

View on SEC IAPD