Jason Perkins
The Norden Group · Heber City, Utah
Jason Perkins is a fee-only financial advisor at The Norden Group in Heber City, Utah. Jason focuses on tax planning and estate & legacy planning. The Norden Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Norden Group |
|---|---|
| Based in | Heber City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.97B across 4,220 accounts |
| SEC registration | Investment adviser representative in UT · CRD 2535797 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.thenordengroup.com |
How Jason's firm compares
- The Norden Group's average account is about $466,000, from its Form ADV (assets managed divided by 4,220 accounts).
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Questions about Jason
Is Jason Perkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and The Norden Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, The Norden Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Perkins based?
Jason Perkins is based in Heber City, Utah.
What does Jason specialize in?
Jason's specialties include tax planning and estate & legacy planning.
Is Jason Perkins registered with the SEC?
Yes. Jason Perkins is registered as an investment adviser representative in UT (CRD 2535797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Norden Group manage?
The Norden Group reports $1.97B across 4,220 accounts in assets under management.
How do I contact Jason Perkins?
Through Jason's website, www.thenordengroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Norden Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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