JP
Jason P. Perkins
CETERA INVESTMENT ADVISERS LLC
ST PAUL, MN 55101
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CRD#: 5118054
JP
Professional summary
Jason Paul Perkins, who also goes by Jason Perkins, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Paul, Minnesota and CETERA WEALTH SERVICES, LLC located in Saint Paul, Minnesota.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Perkins
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.
MINNESOTA STATE HIGH SCHOOL LEAGUE; Brooklyn Center, MN; non-investment related; independent contractor/referee; 11/2020-pres; 15 hrs/mo; 0 trade hrs/mo*NATIONAL COLLEGIATE ATHLETIC ASSOCIATION; Indianapolis, IN; non-investment related; independent contractor/referee; 07/2010-pres; 15 hrs/mo; 0 trade hrs/mo*MINNESOTA VIKINGS; Eagan, MN; non-investment related; independent contractor/referee; 07/2019-pres; 4 hrs/mo; 4 trade hrs/mo. MSHSL POSITION: Independent Contractor NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 2100 Freeway Blvd, Brooklyn Center MN 55430, United States DESCRIPTION: High school football and basketball official. MINNESOTA VIKINGS POSITION: Independent Contractor NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2019 ADDRESS: 2600 Vikings Circle, Eagan MN 55121, United States DESCRIPTION: Official for MN Vikings practices. NCAA POSITION: Independent Contractor NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 700 W. Washington Street, PO Box 6222, Indianapolis IN 46206, United States DESCRIPTION: College football official.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Paul Perkins's 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®
NoneExperience
Current
August 10, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 400 Robert St N Ste 800, St Paul, MN 55101RIA
CRD#: 105644
ST PAUL, MN
Current
August 10, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 13572
Saint Paul, MN
Current
August 14, 2023 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 15340
Saint Paul, MN
Current
August 14, 2023 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 10358
Saint Paul, MN
Current
August 14, 2023 - Present
CETERA ADVISORS LLC
Office #1: 400 Robert Street North Suite 800, Saint Paul, MN 55101BD
CRD#: 10299
Saint Paul, MN
Past
March 26, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ST PAUL, MN
Past
March 26, 2021 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST PAUL, MN
Past
January 4, 2016 - February 25, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
COTTAGE GROVE, MN
Past
January 4, 2016 - February 25, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
COTTAGE GROVE, MN
Past
August 14, 2012 - November 19, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MINNEAPOLIS, MN
Past
May 13, 2010 - November 19, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 2, 2009 - May 13, 2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 840
MINNEAPOLIS, MN
Past
March 6, 2008 - January 2, 2009
RIVERSOURCE DISTRIBUTORS, INC.
BD
CRD#: 139135
MINNEAPOLIS, MN
Past
July 21, 2006 - January 18, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Minnesota(8/10/2023)
IAR
Minnesota(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644St Paul, MN 55101TRUST BUT VERIFY
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