Jason Perkins

Jason Perkins

Director · +1 (949) 222 2999
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Jason provides both individual investment and financial planning services, as well as company employee benefit solutions. Since the beginning of his career, he has developed and utilized a principled foundation of client first planning.

FINRA Broker Check

  • 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, California)