RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••• L•• P••••••
- Title
- CEO and Financial Advisorreportedjlperkinswealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/lee-perkins-a103796reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J• L• P•••••• W••••• M••••••••• L•• independent RIA currentsince Apr 8, 2015 · Macon, Ga
- R•••••••• C•••••• M••••••••• I••• state registeredApr 8, 2014 to Mar 29, 2016 · Dawsonville, Ga
- C•••••• C•••••• M••••••••• I••• independent RIAJan 22, 2010 to Feb 6, 2014 · Macon, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 13, 2010 · Macon, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedDec 5, 2007 to Jun 1, 2009 · Macon, Ga
- R•••••••• C•••••• M••••••••• I••• to J• L• P•••••• W••••• M••••••••• L••left Mar 29, 2016, registered Apr 8, 2015 (-356 days) · Other
- C•••••• C•••••• M••••••••• I••• to R•••••••• C•••••• M••••••••• I•••left Feb 6, 2014, registered Apr 8, 2014 (61 days) · RIA to a state-registered adviser
- M••••• S•••••• to C•••••• C•••••• M••••••••• I•••left Jan 13, 2010, registered Jan 22, 2010 (9 days) · Wirehouse to independent RIA
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address