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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 a financial advisor with Cetera Investment Advisers LLC. Jason has been a registered representative in the securities industry since 2006. Previously, Jason has worked at Securian Financial Services, Inc., Thrivent Investment Management Inc., Ameriprise Financial Services, Inc., Riversource Fund Distributors, Inc., Riversource Distributors, Inc. and AXA Advisors, LLC. Jason holds FINRA Series 66, 24 and 7 licenses. Jason is licensed to provide investment advice in Minnesota. Jason provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
03/26/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
01/04/2016 - 02/25/2021
THRIVENT INVESTMENT MANAGEMENT INC. (COTTAGE GROVE MN)
MN
05/13/2010 - 11/19/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/02/2009 - 05/13/2010
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/06/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
07/21/2006 - 01/18/2008
AXA ADVISORS, LLC (MINNEAPOLIS MN)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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