Tracie Mincie is a control person of J. L. Perkins Wealth Management and directly owns under 5% of it.
J. L. Perkins Wealth Management is an investment adviser based in Macon, GA, registered with the SEC since 2026. It provides investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $142 million, as filed on 21 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8261195
- Firm
- J. L. Perkins Wealth Management · CRD 174308
- Role
- Director of Operations
- In role since
- September 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Macon, GA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Tracie Mincie work?
Tracie Mincie has been Director of Operations of J. L. Perkins Wealth Management, LLC since September 2025, and is a control person of the firm.
How can I verify Tracie Mincie’s record?
Tracie Mincie’s role is listed on J. L. Perkins Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 174308.
