Joseph Lee Perkins
Investment adviser representative at J. L. Perkins Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$142.2MFirm assets
Under 1 yearFirm in business
Are you Joseph Lee Perkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- J. L. Perkins Wealth Management, LLCJan 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
J. L. Perkins Wealth Management, LLC
$142.2MAssets managed
339Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5398741
- Firm CRD
- 174308