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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Perkins is an Investment Advisor Representative associated with THE Norden Group LLC. Jason has been working in the industry since 1994. Jason's experience includes time with several prominent firms such as Baker Tilly Capital, LLC, DFPG Investments, LLC, and Allegis Investment Services, LLC. Jason is registered in Utah as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
04/03/2024 - Present
THE Norden Group LLC (Heber City UT)
CA
11/04/2020 - 04/01/2024
BAKER TILLY CAPITAL, LLC (Irvine CA)
CA
02/28/2019 - 11/02/2020
DFPG INVESTMENTS, LLC (IRVINE CA)
CA
06/30/2017 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (Irvine CA)
CA
10/31/2005 - 07/05/2017
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
AZ
12/16/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/02/2001 - 12/15/2004
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
CA
02/07/2001 - 11/29/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
02/11/2000 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
NY
09/13/1994 - 02/11/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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