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RIA / WealthAdvisor18 years in industry

JOSEPH LEE PERKINS

Advisor at J. L. PERKINS WEALTH MANAGEMENT, LLC

MACON, GA

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Search this name across graphsid dfx:ria:6f3a08f8-3a59-9348-3891-c6f56f0c35b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J. L. PERKINS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 16, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 16, 2007
First registration: Dec 5, 2007
Dual registered: no
Other names: JOSEPH LEE PERKINS JR|JOSEPH LEE PERKINS
IAPD individual key: 5398741

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J. L. PERKINS WEALTH MANAGEMENT, LLC	Independent wealth	Apr 8, 2015	n/a	yes	MACON, GA	Current employment
RELIASTAR CAPITAL MANAGEMENT, INC.	State registered	Apr 8, 2014	Mar 29, 2016	no	DAWSONVILLE, GA	Previous registration
CHRISTY CAPITAL MANAGEMENT, INC.	Independent wealth	Jan 22, 2010	Feb 6, 2014	no	MACON, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 13, 2010	no	Macon, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 5, 2007	Jun 1, 2009	no	MACON, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RELIASTAR CAPITAL MANAGEMENT, INC.	J. L. PERKINS WEALTH MANAGEMENT, LLC	Mar 29, 2016	Apr 8, 2015	-356	Firm change after gap	Other
CHRISTY CAPITAL MANAGEMENT, INC.	RELIASTAR CAPITAL MANAGEMENT, INC.	Feb 6, 2014	Apr 8, 2014	61	Firm change	RIA to state RIA
MORGAN STANLEY	CHRISTY CAPITAL MANAGEMENT, INC.	Jan 13, 2010	Jan 22, 2010	9	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ J. L. PERKINS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 8, 2015 to presentfactForm ADV
→ RELIASTAR CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 8, 2014 to Mar 29, 2016factForm ADV
→ CHRISTY CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 22, 2010 to Feb 6, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 13, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 5, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.