Jason Perkins (CRD# 2535797) is an Investment Advisor Representative working at The Norden Group LLC in Heber City, UT and has over 29 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Norden Group | Provo, UT | Apr 2024 - Current | < 1 |
Baker Tilly Us, LLP | Irvine, CA | Nov 2020 - Apr 2024 | 3 |
Baker Tilly Capital, LLC | Irvine, CA | Nov 2020 - Apr 2024 | 3 |
Baker Tilly Wealth Management, LLC | Irvine, CA | Nov 2020 - Apr 2024 | 3 |
Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - Oct 2020 | 1 |
Squar Milner Financial Services | Irvine, CA | Jan 2016 - Oct 2020 | 4 |
Allegis Investment Services | Newport Beach, CA | Jun 2017 - Feb 2019 | 1 |
Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Jun 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1994 |
S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- UT
-
Total Assets Under Management987MILLIONS
-
Total Number of Accounts2,546ACCOUNTS
-
Average Account Value$387,746
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, MT, NE, NV, NY, OR, TX, UT, WA, WY
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