JP
JP

Jason Morgan Perkins

31 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.7B

Fee Structure

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Location

Heber City, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jason works as an insurance and benefits agent selling fixed annuities and fixed insurance, dedicating about half his time to this. He also works as an insurance agent selling health, dental, vision, life, disability, and LTC insurance sales and services, dedicating about half his time during business hours.

Employment History
Current Registrations
The Norden Group LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Baker Tilly Capital, LLCBroker
November 2020 - April 2024 · 3 yrs 5 mos
Baker Tilly Wealth Management, LLC
November 2020 - April 2024 · 3 yrs 5 mos
Dfpg Investments, LLCBroker
February 2019 - November 2020 · 1 yr 9 mos
Allegis Investment Services, LLCBroker
June 2017 - March 2019 · 1 yr 9 mos
Sagepoint Financial, INC.Broker
October 2005 - July 2017 · 11 yrs 9 mos
Sunamerica Securities, INC.Broker
December 2004 - October 2005 · 10 mos
Constellation Advisors
April 2001 - December 2004 · 3 yrs 8 mos
Hagerty, Stewart & Associates, INC.Broker
February 2001 - November 2001 · 9 mos
The Seidler Companies IncorporatedBroker
January 2001 - December 2004 · 3 yrs 11 mos
Squar Milner Financial Services, LLC
June 2000 - December 2020 · 20 yrs 6 mos
Hagerty, Stewart & Associates, INC.Broker
February 2000 - January 2001 · 11 mos
New England SecuritiesBroker
September 1994 - February 2000 · 5 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.