Jason Perkins is a registered investment advisor at The Norden Group LLC, based in Heber City, UT, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.
Location
Heber City, UT
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →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
Previous Registrations
Baker Tilly Capital, LLCBroker
Baker Tilly Wealth Management, LLC
Dfpg Investments, LLCBroker
Allegis Investment Services, LLCBroker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Constellation Advisors
Hagerty, Stewart & Associates, INC.Broker
The Seidler Companies IncorporatedBroker
Squar Milner Financial Services, LLC
Hagerty, Stewart & Associates, INC.Broker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.