Todd George

Financial advisor at J. L. Perkins Wealth Management, LLC · Macon, GA

Last updated 2026-10-10

Claim your profile

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, CRD 7517669. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-15.

Registration

CRD number
7517669
Registration status
Active
IAPD registration
2026-09-15
Industry Experience
0 years
Work Experience
12 years
States registered
GA

Licenses and exams

  • Series 65

Work history

  • 2014-07 to 2022-07 · Houston County Board of Education · Perry, GA
  • 2021-03 to 2022-04 · Coldwell Banker Real Estate · Warner Robins, GA
  • 2022-08 to 2023-09 · Capstone Financial/massmutual · Atlanta, GA
  • 2023-09 to 2025-01 · Totus Wealth Management, · Atlanta, GA
  • 2023-11 to 2025-05 · Cetera Advisors LLC · St. Cloud, MN
  • 2025-01 to 2025-12 · Revolt Financial · Fort Lauderdale, FL
  • 2026-02 to Present · J. L. Perkins Wealth Management · Maicon, GA

Current employment

SEC IAPD record for Todd George

J. L. Perkins Wealth Management, LLC

Regulatory AUM
$142,180,370
Registered advisors
3
Offices
1
Average AUM per client
$419.4K (Low)
High-net-worth client ratio
2.4% (Low)

J. L. Perkins Wealth Management, LLC: advisors, services and reported ETF investments

About

Todd George is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 12 years of reported work history. Reported roles include J. L. Perkins Wealth Management, Revolt Financial, Cetera Advisors LLC, Totus Wealth Management,, among others.

SEC disclosures list additional business and community activities: 1: fixed-insurance sales and service.

J. L. Perkins Wealth Management, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 113.0 clients per advisor, average assets per client of $419,411, and regulatory AUM of $142.2M; client categories including Individuals (non-HNW), High net worth individuals; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by J. L. Perkins Wealth Management, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services

Location

215 Sheraton Boulevard, Macon, GA 31210

3 advisors at this office.

J. L. Perkins Wealth office in Macon, GA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Todd George?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.