Jason Morgan Perkins
Investment adviser representative at The Norden Group LLC
17 yearsExperience
1 stateRegistered in
$2BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- The Norden Group LLCApr 2024 to now
- Baker Tilly Capital, LLCNov 2020 to Apr 2024
- Baker Tilly Us, LLPNov 2020 to Apr 2024
- Baker Tilly Wealth Management, LLCNov 2020 to Apr 2024
- Dfpg Investments, IncFeb 2019 to Oct 2020
- Allegis Investment ServicesJun 2017 to Feb 2019
- Squar Milner Financial ServicesJan 2016 to Oct 2020
- Sagepoint Financial, Inc.Jan 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (UT).
The Norden Group LLC
$2BAssets managed
1,531Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2535797
- Firm CRD
- 323988