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Jason P. Perkins, Cepa Email & Phone Number

Financial Planning Consultant at Cetera Financial Group
Location: St Paul, Minnesota, United States 11 work roles 1 school
1 work email found @securian.com 2 phones found area 651 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@securian.com
Direct phone (651) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Group
Role
Financial Planning Consultant
Location
St Paul, Minnesota, United States
Company size
1744 employees

Who is Jason P. Perkins, Cepa? Overview

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Quick answer

Jason P. Perkins, Cepa is listed as Financial Planning Consultant at Cetera Financial Group, a company with 1744 employees, based in St Paul, Minnesota, United States. AeroLeads shows a work email signal at securian.com, phone signal with area code 651, and a matched LinkedIn profile for Jason P. Perkins, Cepa.

Jason P. Perkins, Cepa previously worked as Senior Advisor Experience Specialist at Cetera Financial Group and Football and Basketball Official at Ncaa And Minnesota State High School League. Jason P. Perkins, Cepa holds B.A., Political Science, History from University Of Minnesota.

Company email context

Email format at Cetera Financial Group

This section adds company-level context without repeating Jason P. Perkins, Cepa's masked contact details.

*@securian.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jason P. Perkins, Cepa. Compare company email patterns before reaching out.

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Profile bio

About Jason P. Perkins, Cepa

Purpose-driven financial services professional specializing in training, consulting, financial planning, retirement planning, sales supervision, risk mitigation, and retail and wholesale sales operations.Series 24Series 7Series 66Specialties: consulting, coaching, training, networking, risk mitigation.

Listed skills include Risk Management, Conflict Resolution, Coaching, Training, and 7 others.

Current workplace

Jason P. Perkins, Cepa's current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Group
Cetera Financial Group
Financial Planning Consultant
Saint Paul, MN, US
Website
cetera.com
Employees
1744
AeroLeads page
Company profile
View company profile Email format
11 roles

Jason P. Perkins, Cepa work experience

A career timeline built from the work history available for this profile.

Senior Advisor Experience Specialist

Current
Cetera Financial Group

San Diego, CA, US

Cetera acquired Securian's Wealth Management Group in August 2023.I provide training and consultation on our fee-for-service platform. Topics include how to position fee-based financial planning in advisors' product portfolios, procedural and functional expertise on the policies, vendor and software solutions of the program, and developing and delivering.

Aug 2023 - Present

Football And Basketball Official

Current
Ncaa And Minnesota State High School League

Collegiate football and high school basketball official.

Nov 2003 - Present

Financial Planning Consultant

Securian Financial

St. Paul, Minnesota, US

Managed the fee-based Financial Planning program for the independently owned and operated firms of Securian Financial. Engaged users at all stages of the financial planning lifecycle to develop a financial planning mindset, set their fee, conduct client discovery, and develop and deliver planning recommendations.

Feb 2021 - Aug 2023

Director Of Financial Planning Operations W/The Myers

Thrivent

Minneapolis, MN, US

Managed the personal financial planning department for a local wealth advisor.

Mar 2020 - Feb 2021

Senior Field Risk Manager

Thrivent

Minneapolis, MN, US

Provide proactive risk mitigation for Thrivent Financial Representatives and Regional Vice Presidents. Provide training and education on company and regulatory policy. Partner with senior field leaders to support enterprise supervision.

Nov 2015 - Mar 2020

Senior Manager - Centralized Supervision Unit

Ameriprise Financial Services, Inc.

Minneapolis, MN, US

Direct leadership of Centralized Supervision Unit (CSU) Sales Supervision Managers (Registered Principals) who provide sales supervision for a variety of complex and specialty investment products and services such as Discretionary Trading, Alternative Investments and Structured Products. Provide second level of supervision for complex and escalated issues.

Nov 2013 - Nov 2015

Corporate Registered Principal, Centralized Supervision Unit

Ameriprise Financial Services, Inc.

Minneapolis, MN, US

Provided direct supervision for non-discretionary managed accounts and fee-based planning agreements.

May 2010 - Nov 2013

Regional Sales Director

Riversource Investments

Internal Mutual Fund Wholesaler. Worked with Regional Vice President colleague to drive sales results within a specified territory. Consulted with Financial Advisors, helping build their product knowledge, client base, and assets under management.

Mar 2008 - May 2010

Financial Consultant

Axa Advisors

New York, NY, US

Built a book of business focused on the retirement planning needs of school district employees.

Aug 2006 - Dec 2007
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 1744 employees →

KS Kelsey Struzyk Kelsey Struzyk Colleague at Cetera Financial Group Little Falls, Minnesota, United States, United States View → SA Stephan A. Stephan A. Colleague at Cetera Financial Group Los Angeles, California, United States, United States View → RK Ross Kronholm, Cfa, Caia, Cfp, Cima, Mba Ross Kronholm, Cfa, Caia, Cfp, Cima, Mba Colleague at Cetera Financial Group Greater Minneapolis-St. Paul Area, United States, United States View → SS Shane Svoboda Shane Svoboda Colleague at Cetera Financial Group San Diego County, California, United States, United States View → LB Lorraine Beliso Christie, Mba, Mpm, Certified Cos Lorraine Beliso Christie, Mba, Mpm, Certified Cos Colleague at Cetera Financial Group United States, United States View → DJ Daniel J. Hyatt Daniel J. Hyatt Colleague at Cetera Financial Group Denver Metropolitan Area, United States, United States View → CM Collin Martin, Cfa Collin Martin, Cfa Colleague at Cetera Financial Group Greater Cleveland, United States View → KM Ken Muraoka, Crcp Ken Muraoka, Crcp Colleague at Cetera Financial Group Marietta, Georgia, United States, United States View → MS Matthew Spangler Matthew Spangler Colleague at Cetera Financial Group St Cloud, Minnesota, United States, United States View → LB Lori Battista Lori Battista Colleague at Cetera Financial Group North Las Vegas, Nevada, United States, United States View →
1 education record

Jason P. Perkins, Cepa education

  • University Of Minnesota
    University Of Minnesota
    History
FAQ

Frequently asked questions about Jason P. Perkins, Cepa

Quick answers generated from the profile data available on this page.

What company does Jason P. Perkins, Cepa work for?

Jason P. Perkins, Cepa works for Cetera Financial Group.

What is Jason P. Perkins, Cepa's role at Cetera Financial Group?

Jason P. Perkins, Cepa is listed as Financial Planning Consultant at Cetera Financial Group.

What is Jason P. Perkins, Cepa's email address?

AeroLeads has found 1 work email signal at @securian.com for Jason P. Perkins, Cepa at Cetera Financial Group.

What is Jason P. Perkins, Cepa's phone number?

AeroLeads has found 2 phone signal(s) with area code 651 for Jason P. Perkins, Cepa at Cetera Financial Group.

Where is Jason P. Perkins, Cepa based?

Jason P. Perkins, Cepa is based in St Paul, Minnesota, United States while working with Cetera Financial Group.

What companies has Jason P. Perkins, Cepa worked for?

Jason P. Perkins, Cepa has worked for Cetera Financial Group, Ncaa And Minnesota State High School League, Securian Financial, Thrivent, and Ameriprise Financial Services, Inc..

Who are Jason P. Perkins, Cepa's colleagues at Cetera Financial Group?

Jason P. Perkins, Cepa's colleagues at Cetera Financial Group include Kelsey Struzyk, Stephan A., Ross Kronholm, Cfa, Caia, Cfp, Cima, Mba, Shane Svoboda, and Lorraine Beliso Christie, Mba, Mpm, Certified Cos.

How can I contact Jason P. Perkins, Cepa?

You can use AeroLeads to view verified contact signals for Jason P. Perkins, Cepa at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jason P. Perkins, Cepa attend?

Jason P. Perkins, Cepa holds B.A., Political Science, History from University Of Minnesota.

What skills is Jason P. Perkins, Cepa known for?

Jason P. Perkins, Cepa is listed with skills including Risk Management, Conflict Resolution, Coaching, Training, Team Building, Leadership, Management, and Series 7.

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