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JP

Jason M. Perkins

THE NORDEN GROUP
Heber City, UT
Some features on this profile are disabled
CRD#: 2535797
JP

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.
The advisor shows no other business activity.

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

BD
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

BD
CRD#: 155576
IRVINE, CA
Past

June 30, 2017 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
Irvine, CA
Past

October 31, 2005 - July 5, 2017

OSAIC SERVICES, INC.

BD
CRD#: 133763
NEWPORT BEACH, CA
Past

December 16, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
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

BD
CRD#: 7717
SAN DIEGO, CA
Past

January 2, 2001 - December 15, 2004

THE SEIDLER COMPANIES INCORPORATED

BD
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

BD
CRD#: 7717
SAN DIEGO, CA
Past

September 13, 1994 - February 11, 2000

NEW ENGLAND SECURITIES

BD
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".
TN
THE NORDEN GROUP LLC
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/3/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/12/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TN
THE NORDEN GROUP LLC
THE NORDEN GROUP LLC

CRD#: 323988 / SEC#: 801-127137

RIA
Registered Investment Advisory firm - (1/5/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
30

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE NORDEN GROUP LLC ADV BROCHURE (2/2/2026)

Regulatory assets under management

Total Number of Accounts4,220
AUM (Assets Under Management)$ 1,967,944,101

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.

Company Information

THE NORDEN GROUP LLC

CRD#: 323988Heber City, UT

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