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Jason Douglas Perkins

VESTURA, LLC·HOBART, Wisconsin
Series 6, Series 7, Series 63, Series 65Clean record19 years registeredVESTURA, LLC
1200 CENTENNIAL CENTRE BLVD, HOBART, WI 54155CRD# 2904184Firm CRD# 142926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Douglas Perkins · HOBART, WI
Registration
CRD #2904184 · VESTURA, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

VESTURA, LLC
Jan 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 30, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VESTURA, LLC
CRD 142926 · SEC 801-80496
AUM
$269M
Regulatory assets under management
Employees
4
288 client accounts
Services offered by VESTURA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VESTURA, LLC →
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05

Frequently Asked Questions

What services does Jason Douglas Perkins offer?
Jason Douglas Perkins specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HOBART, Wisconsin for a consultation.
What are Jason Douglas Perkins's credentials?
Jason Douglas Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Douglas Perkins located?
Jason Douglas Perkins is based in HOBART, Wisconsin, working with VESTURA, LLC. Their office serves clients in the HOBART metropolitan area and surrounding communities.
How does Jason Douglas Perkins charge for services?
Jason Douglas Perkins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTURA, LLC?
VESTURA, LLC has approximately 4 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VESTURA, LLC

Nathan C Barington
SISTER BAY, WI

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