Jason Ronald Horg
Investment adviser representative at Perennial Financial Services
22 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
Are you Jason Ronald Horg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Perennial Financial ServicesSep 2024 to now
- Horg Wealth ManagementSep 2024 to now
- Perennial Legacy Insurance SolutionsSep 2024 to now
- LPL Financial, LLCJan 2017 to now
- Mariner IndependentJun 2022 to Sep 2024
- Capital Financial Services, Inc.Jan 2004 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 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
- 4751735
- Firm CRD
- 286477