Jason Caperton has been an investment adviser representative at Wealth Navigation since May 2026, and is not listed among the firm’s executive officers or direct owners.
Wealth Navigation, LLC is a Centerville, UT firm with $446M under management, 932 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Jason Caperton’s longest registration was 8 years at Advice and Planning Services (2014–2023). Before joining Wealth Navigation in 2026, Jason Caperton was registered through Advice and Planning Services and Transamerica Retirement Advisors, Inc.
- Oak Lane AdvisorsCurrent– present · under a yearCenterville, UT · Adviser representative · Firm CRD 140612
- Advice and Planning Services– · 8 yearsLayton, UT · Adviser representative · Firm CRD 20472
- Transamerica Retirement Advisors, Inc.– · under a yearNorth Salt Lake, UT · Adviser representative · Firm CRD 107319
- Strategic Advisers, Inc.– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 104555
- Wells Fargo Investments, LLC– · 3 yearsSalt Lake City, UT · Adviser representative · Firm CRD 10582
- Strategic Advisers, Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Jason Caperton is registered as an investment adviser representative in Utah, since May 2026.
- UtahSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2014 |
| Series 66 | Uniform Combined State Law Examination | 11 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 June 2000 |
| Series 7 | General Securities Representative Examination | 1 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Donald Caperton
- CRD
- 4159340
- Firm
- Wealth Navigation · CRD 140612
- Office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, Centerville, UT 84014
- Registration
- Investment adviser registration
- In the industry since
- March 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Caperton work?
Jason Caperton is an investment adviser representative registered through Wealth Navigation, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Caperton a financial advisor?
Yes. Jason Caperton has a current investment-adviser registration in Utah, through Wealth Navigation since May 2026.
How many years of experience does Jason Caperton have?
Jason Caperton has 25 years in the financial industry, since March 2001, across 5 adviser firms.
What exams has Jason Caperton passed?
Jason Caperton has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2000. FINRA credited Jason Caperton with the SIE, which began in October 2018.
Where did Jason Caperton work before Wealth Navigation?
Before Wealth Navigation, Jason Caperton was registered through Advice and Planning Services, November 2014 to July 2023; Transamerica Retirement Advisors, Inc., August 2014 to October 2014; Strategic Advisers, Inc., October 2007 to January 2011; Wells Fargo Investments, LLC, October 2003 to April 2007; Strategic Advisers, Inc., October 2001 to May 2003.
Where is Jason Caperton based?
Jason Caperton’s registered office is in Centerville, UT.
Is Jason Caperton registered with FINRA?
No. Jason Caperton has no current broker registration.
How can I verify Jason Caperton’s record?
Search CRD 4159340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Caperton’s full registration record.