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Todd George

J. L. PERKINS WEALTH MANAGEMENT
MACON, GA
·CRD# 7517669·2 years experience

Professional Summary

Todd George is a registered financial advisor currently at J. L. PERKINS WEALTH MANAGEMENT, LLC located in Macon, Georgia. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Todd has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

Current

J. L. PERKINS WEALTH MANAGEMENT, LLCCurrent·CRD# 174308
RIA
215 Sheraton Boulevard, Macon, GA 31210
September 15, 2026 - Present

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Current Firm

JL
J. L. PERKINS WEALTH MANAGEMENT, LLC

J. L. PERKINS WEALTH MANAGEMENT, LLC

CRD#: 174308 / SEC#: 801-136338
RIA
Registered Investment Advisory firm - SEC (5/26/2026 Approved)
Georgia
Registered Investment Advisory firm - Georgia (6/5/2026 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (6/1/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/1/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

215 Sheraton Boulevard, Macon, GA 31210

Phone Number

(478) 254-3550

# of Employees

8

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (7/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

691

AUM (Assets Under Management)

$142,180,370

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/2021, APX NUMBER OF HOURS PER WEEK: 8, APX NUMBER OF HOURS DURING TRADING HOURS: 8, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JL
J. L. PERKINS WEALTH MANAGEMENT, LLC

J. L. PERKINS WEALTH MANAGEMENT, LLC

CRD#: 174308 / SEC#: 801-136338
RIA
Registered Investment Advisory firm - SEC (5/26/2026 Approved)
Georgia
Registered Investment Advisory firm - Georgia (6/5/2026 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (6/1/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/1/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Georgia
(9/15/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2026About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Todd George's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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