Joseph L. Perkins

J. L. PERKINS WEALTH MANAGEMENT

Macon, GA 31210

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CRD#: 5398741

Professional summary

Joseph Lee Perkins JR, who also goes by Joseph Lee Perkins Jr., Joseph Lee Perkins Jr, is a registered financial advisor currently at J. L. PERKINS WEALTH MANAGEMENT, LLC located in Macon, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joseph has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Lee Perkins Jr. | Joseph Lee Perkins Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lee Perkins JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 8, 2015 - Present

J. L. PERKINS WEALTH MANAGEMENT, LLC

Office #1: 200 Northside Crossing, Macon, GA 31210

RIA

CRD#: 174308

Macon, GA

Past

April 8, 2014 - March 29, 2016

RELIASTAR CAPITAL MANAGEMENT, INC.

RIA

CRD#: 160761

DAWSONVILLE, GA

Past

January 22, 2010 - February 6, 2014

CHRISTY CAPITAL MANAGEMENT, INC.

RIA

CRD#: 149313

MACON, GA

Past

June 1, 2009 - January 13, 2010

MORGAN STANLEY

RIA

CRD#: 149777

MACON, GA

Past

June 1, 2009 - January 13, 2010

MORGAN STANLEY

CRD#: 149777

MACON, GA

Past

December 5, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MACON, GA

Past

October 3, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MACON, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/8/2015)

IAR

Texas
(4/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/1/2007

General Securities Representative Examination

Current Firm

J. L. PERKINS WEALTH MANAGEMENT, LLC

CRD#: 174308 / SEC#:

Georgia

Registered Investment Advisory firm - (4/8/2015 Approved)

South Carolina

Registered Investment Advisory firm - (4/30/2015 Approved)

Texas

Registered Investment Advisory firm - (4/22/2015 Approved)

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Contact information

Main Address

200 Northside Crossing, Macon, GA 31210

Mailing Address

Phone number

(478) 254-3550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	592
AUM (Assets Under Management)	$ 102,291,023

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph L. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Lee Perkins JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. L. PERKINS WEALTH MANAGEMENT, LLC

RELIASTAR CAPITAL MANAGEMENT, INC.

CHRISTY CAPITAL MANAGEMENT, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2007

Series 7

Date: 10/1/2007

Current Firm

J. L. PERKINS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

J. L. PERKINS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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