Jason M. Perkins

THE NORDEN GROUP LLC

Heber City, UT

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CRD#: 2535797

Professional summary

Jason Morgan Perkins is a registered financial advisor currently at THE NORDEN GROUP LLC located in Heber City, Utah.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 1/1995- present; Jason Perkins; fixed annuity and fixed insurance; 80 PER MONTH, INSURANCE AND BENEFITS AGENT. 2) Jason M Perkins; Non-Investment Related; 18500 Von Karman Ave, 10th Floor Irvine, California 92612; Insurance; Agent; 01/2003; 50% during business hours; Health, Dental, Vision, Life, Disability, and LTC Insurance Sales and Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Morgan Perkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 3, 2024 - Present

THE NORDEN GROUP LLC

RIA

CRD#: 323988

Heber City, UT

Past

November 4, 2020 - April 1, 2024

BAKER TILLY CAPITAL, LLC

CRD#: 115333

Irvine, CA

Past

November 2, 2020 - April 1, 2024

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA

CRD#: 167811

Irvine, CA

Past

February 28, 2019 - November 2, 2020

DFPG INVESTMENTS, LLC

CRD#: 155576

IRVINE, CA

Past

June 30, 2017 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Irvine, CA

Past

October 31, 2005 - July 5, 2017

OSAIC SERVICES, INC.

CRD#: 133763

NEWPORT BEACH, CA

Past

December 16, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 30, 2001 - December 15, 2004

SMART INVESTMENTS ADVISORY INCORPORATED

RIA

CRD#: 107778

NEWPORT BEACH, CA

Past

February 7, 2001 - November 29, 2001

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

January 2, 2001 - December 15, 2004

THE SEIDLER COMPANIES INCORPORATED

CRD#: 3911

LOS ANGELES, CA

Past

June 26, 2000 - December 22, 2020

SQUAR MILNER FINANCIAL SERVICES, LLC

RIA

CRD#: 112483

IRVINE, CA

Past

February 11, 2000 - January 2, 2001

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

September 13, 1994 - February 11, 2000

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(4/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/9/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/25/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

5255 N Edgewood Drive Suite 225, Provo, UT 84604

Mailing Address

Phone number

(801) 331-5511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts	3,913
AUM (Assets Under Management)	$ 1,739,496,789

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Morgan Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAKER TILLY CAPITAL, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC

DFPG INVESTMENTS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

SMART INVESTMENTS ADVISORY INCORPORATED

INDEPENDENT FINANCIAL GROUP, LLC

THE SEIDLER COMPANIES INCORPORATED

SQUAR MILNER FINANCIAL SERVICES, LLC

INDEPENDENT FINANCIAL GROUP, LLC

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

THE NORDEN GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/9/1999

Series 63

Date: 10/3/1994

SIE

Date: 10/1/2018

Series 7

Date: 11/25/1998

Series 6

Date: 9/12/1994

Current Firm

THE NORDEN GROUP LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE NORDEN GROUP LLC

TRUST BUT VERIFY

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