Todd George
Investment adviser representative at J. L. Perkins Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$142.2MFirm assets
Under 1 yearFirm in business
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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, LLCFeb 2026 to now
- Revolt FinancialJan 2025 to Dec 2025
- Cetera Advisors LLCNov 2023 to May 2025
- Totus Wealth Management,Sep 2023 to Jan 2025
- Capstone Financial/massmutualAug 2022 to Sep 2023
- Coldwell Banker Real EstateMar 2021 to Apr 2022
- Houston County Board of EducationJul 2014 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7517669
- Firm CRD
- 174308