Jason D. Perkins

VESTURA

Hobart, WI 54155

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CRD#: 2904184

Professional summary

Jason Douglas Perkins, CFP® is a registered financial advisor currently at VESTURA, LLC located in Hobart, Wisconsin.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 2 firms and has passed the Series 65, Series 63, 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 Douglas 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 30, 2007 - Present

VESTURA, LLC

Office #1: 1200 Centennial Centre Blvd Suite 100, Hobart, WI 54155

RIA

CRD#: 142926

Hobart, WI

Past

June 16, 1997 - September 28, 2001

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

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".

VESTURA, LLC

CRD#: 142926 / SEC#: 801-80496

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

Florida

Registered Investment Advisory firm - (10/28/2014 Terminated)

Illinois

Registered Investment Advisory firm - (10/27/2014 Terminated)

Minnesota

Registered Investment Advisory firm - (11/7/2014 Terminated)

Wisconsin

Registered Investment Advisory firm - (10/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Wisconsin
(1/30/2007)

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: 12/21/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/30/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/12/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VESTURA, LLC

CRD#: 142926 / SEC#: 801-80496

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

Florida

Registered Investment Advisory firm - (10/28/2014 Terminated)

Illinois

Registered Investment Advisory firm - (10/27/2014 Terminated)

Minnesota

Registered Investment Advisory firm - (11/7/2014 Terminated)

Wisconsin

Registered Investment Advisory firm - (10/28/2014 Terminated)

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Contact information

Main Address

1200 Centennial Centre Blvd Suite 100, Hobart, WI 54155

Mailing Address

Phone number

(920) 430-3775

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (2/6/2025)

ADV PART 2B - DAVID COUNIHAN (2/6/2025)

ADV PART 2B - JARED BOWERS (2/6/2025)

ADV FORM 2B - JASON PERKINS (2/6/2025)

Regulatory assets under management

Total Number of Accounts	292
AUM (Assets Under Management)	$ 299,000,400

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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Jason D. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VESTURA, LLC

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

VESTURA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2006

Series 63

Date: 6/18/1997

Series 7

Date: 9/30/1999

Series 6

Date: 6/12/1997

Current Firm

VESTURA, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VESTURA, LLC

TRUST BUT VERIFY

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