# J. L. Perkins Wealth Management, LLC

J. L. Perkins Wealth Management, LLC is a Multi Family Office based in Macon.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Macon
- **Assets under management:** Undisclosed
- **Website:** jlperkinswealth.com
- **LinkedIn:** https://www.linkedin.com/company/lee-perkins-a103796

## Regulatory record

- **CRD number:** 174308
- **SEC file number:** 801-136338
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174308

## About

JL Perkins Wealth Management guides individuals and families toward their ideal retirements. The firm focuses on clear, straightforward advice, discipline, and long-term strategies rather than predicting markets or pushing products. They work selectively with hard-working clients who have diligently saved for retirement and want their money to support their lifestyle while minimizing taxes.

## People

- Lee Perkins — CEO and Financial Advisor
- Keith Dykes — Financial Advisor
- Brian Roper — Director of Business Development
- Todd George — Relationship Manager
- Walker Perkins — Paraplanner
- Tracie Mincey — Director of Operations
- Madison Thompson — Client Care Coordinator
- Mallory Gibbons — Client Care Specialist

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- [Parker Logan Advisors](https://altss.com/profile/parker-logan-advisors)
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Last updated: 2026-08-11T15:07:05.535Z

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