Jason Perkins

Jason Perkins

Investment Advisors Representative · +1 (949) 222 2999
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Jason Perkins is a investment advisor representative with Baker Tilly and has more than 25 years of experience as a financial advisor. Since the beginning of his career, he has developed and utilized a principled foundation of client first planning.

  • Specializes in insurance, company benefits and health insurance 
  • FINRA Series 6 Investment Company and Variable Contracts Products Representative 
  • FINRA Series 7 General Securities Representative 
  • FINRA Series 63 Uniform Securities Agent State Law 
  • FINRA Series 65 Uniform Investment Adviser Law Exam 
  • Life and Disability Insurance (License No. #0B41513) 




Bachelor of Science in public and business administration
University of Southern California (Los Angeles)