Todd George has been an investment adviser representative at J. L. Perkins Wealth Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · under a yearMacon, GA · Adviser representative · Firm CRD 174308
Investment adviser representative registrations
Todd George is registered as an investment adviser representative in Georgia, since September 2026.
- GeorgiaSince 15 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 August 2026 |
| SIE | Securities Industry Essentials Examination | 29 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7517669
- Firm
- J. L. Perkins Wealth Management · CRD 174308
- Office
- 215 SHERATON BOULEVARD, Macon, GA 31210
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Todd George work?
Todd George is an investment adviser representative registered through J. L. Perkins Wealth Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Todd George a financial advisor?
Yes. Todd George has a current investment-adviser registration in Georgia, through J. L. Perkins Wealth Management since September 2026.
How many years of experience does Todd George have?
Todd George has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Todd George passed?
Todd George has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2024.
Where is Todd George based?
Todd George’s registered office is in Macon, GA.
Is Todd George registered with FINRA?
No. Todd George has no current broker registration.
How can I verify Todd George’s record?
Search CRD 7517669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd George’s full registration record.
