Advisor at The Norden Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Norden Group LLC
Location
Heber City, UT
Credentials
Series 63, Series 65
Industry experience
31 years
Jason Perkins is a financial advisor with The Norden Group LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Baker Tilly Wealth Management, DFPG Investments, Allegis Investment Services, Squar Milner Financial Services, and Sagepoint Financial. In addition to his advisory work, Perkins is also licensed as an insurance agent, providing fixed annuity and insurance products. The Norden Group LLC offers investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party money managers, and combines investment management with insurance product recommendations as part of its comprehensive planning approach.
Based on The Norden Group LLC
Based on The Norden Group LLC
Financial planning services fixed fee generally ranges between $0 to $75,000 (negotiable). Consulting services charged as fixed fee determined case-by-case.
0% to 2.50% annually (negotiable, varies by asset size, service complexity, and administration level)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
Heber City, UT
Utah
The Norden Group
2024 - Present (2 years)
Baker Tilly Us, Llp
2020 - 2024 (4 years)
Baker Tilly Wealth Management, LLC
2020 - 2024 (4 years)
Baker Tilly Capital, LLC
2020 - 2024 (4 years)
DFPG Investments, Inc
2019 - 2020 (1 year)
Allegis Investment Services
2017 - 2019 (2 years)
Squar Milner Financial Services
2016 - 2020 (4 years)
Sagepoint Financial, Inc.
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Park City, UT
Curtain Wealth Planning L.L.C.
CFP®, Series 66
Heber City, UT
Balanced Capital
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
CFA®
Park City, UT
Gaard Capital LLC
Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Series 65
Heber, UT
Nibley Financial LLC
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