Jason Perkins is a registered investment advisor, based in St Paul, MN, with 19 years of industry experience.
Location
400 Robert St N, Ste 800, St Paul, MN, 55101
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Regulatory History
Clean regulatory record
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.
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Jason works as a sports official for the Minnesota State High School League, the Minnesota Vikings, and the NCAA. These activities take about 10-20% of his time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Services LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Financial Specialists LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Services LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
March 2021 - August 2023 · 2 yrs 5 mos
Securian Financial Services, INC.Broker
March 2021 - August 2023 · 2 yrs 5 mos
Thrivent Investment Management INC.
January 2016 - February 2021 · 5 yrs 1 mo
Thrivent Investment Management INC.Broker
January 2016 - February 2021 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
August 2012 - November 2015 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
May 2010 - November 2015 · 5 yrs 6 mos
Riversource Fund Distributors, INC.Broker
January 2009 - May 2010 · 1 yr 4 mos
Riversource Distributors, INC.Broker
March 2008 - January 2009 · 10 mos
AXA Advisors, LLCBroker
July 2006 - January 2008 · 1 yr 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.