Joseph Perkins has been Managing Member and Chief Compliance Officer of J. L. Perkins Wealth Management since January 2014, is a control person of the firm and directly owns 75% or more of it.
J. L. Perkins Wealth Management, LLC is a Macon, GA firm with $142M under management, 339 clients and 2 advisers in one office, as of its July 2026 filing.
Lee Perkins is CEO and Financial Advisor of JL Perkins Wealth Management. He helps mentor other advisors to help them grow their businesses. He is the host of the Retirement Clarity Podcast and the author of the book Next Phase- How to Retire in a Year or Less Without Regrets.
Joseph Perkins’ longest registration is the current one, 11 years at J. L. Perkins Wealth Management since 2015. Before joining J. L. Perkins Wealth Management in 2015, Joseph Perkins was registered through Reliastar Capital Management, Inc. and Christy Capital Management, Inc.
- – present · 11 yearsMacon, GA · Adviser representative · Firm CRD 174308
- Reliastar Capital Management, Inc.– · 1 yearDawsonville, GA · Adviser representative · Firm CRD 160761
- Christy Capital Management, Inc.– · 4 yearsMacon, GA · Adviser representative · Firm CRD 149313
- Morgan Stanley Smith Barney LLC– · under a yearMacon, GA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearMacon, GA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Joseph Perkins is registered as an investment adviser representative in 2 states. Each was approved in April 2015.
- GeorgiaSince 8 April 2015
- TexasSince 22 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 October 2007 |
| Series 7 | General Securities Representative Examination | 1 October 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Lee Perkins
- CRD
- 5398741
- Firm
- J. L. Perkins Wealth Management · CRD 174308
- Role
- Managing Member and Chief Compliance Officer
- Office
- 215 SHERATON BOULEVARD, Macon, GA 31210
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jlperkinswealth.com
Where does Joseph Perkins work?
Joseph Perkins has been Managing Member and Chief Compliance Officer of J. L. Perkins Wealth Management, LLC since January 2014, and is a control person of the firm.
Is Joseph Perkins a financial advisor?
Yes. Joseph Perkins has a current investment-adviser registration in Georgia and Texas, through J. L. Perkins Wealth Management since April 2015.
How many years of experience does Joseph Perkins have?
Joseph Perkins has 18 years in the financial industry, since February 2008, across 5 adviser firms.
What exams has Joseph Perkins passed?
Joseph Perkins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2007.
Where did Joseph Perkins work before J. L. Perkins Wealth Management?
Before J. L. Perkins Wealth Management, Joseph Perkins was registered through Christy Capital Management, Inc., January 2010 to February 2014; Morgan Stanley Smith Barney LLC, June 2009 to January 2010; Citigroup Global Markets Inc., December 2007 to June 2009.
Where is Joseph Perkins based?
Joseph Perkins’ registered office is in Macon, GA.
Is Joseph Perkins registered with FINRA?
No. Joseph Perkins has no current broker registration.
How can I verify Joseph Perkins’ record?
Search CRD 5398741 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Perkins’ full registration record.