Unclaimed Profile

Jeremy Paul

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 63, Series 65, Series 99TOCFPClean record25 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 2941072Firm CRD# 131037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremy Paul · SAN FRANCISCO, CA

Registration

CRD #2941072 · PERIGON WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Nov 2019 – present

PURSHE KAPLAN STERLING INVESTMENTS

Oct 2017 – present

RLP WEALTH ADVISORS, LLC

Nov 2017 – Jan 2020

RIDGEWOOD, NJ

RLP WEALTH ADVISORS, LLC

Nov 2017 – Dec 2017

Ridgewood, NJ

BLUESKY INVESTMENT MANAGEMENT, LLC

Oct 2016 – Oct 2019

Boca Raton, FL

BLUESKY INVESTMENT MANAGEMENT, LLC

Sep 2016 – Dec 2016

RIDGEWOOD, NJ

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Nov 2005 – Nov 2017

RIDGEWOOD, NJ

NATHAN & LEWIS SECURITIES, INC.

Jan 2001 – Jan 2003

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 22, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD 131037 · SEC 801-62988

AUM

$6.9B

Regulatory assets under management

Employees

137

11,428 client accounts

Services offered by PERIGON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERIGON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeremy Paul offer?

Jeremy Paul specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Jeremy Paul's credentials?

Jeremy Paul holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeremy Paul located?

Jeremy Paul is based in SAN FRANCISCO, California, working with PERIGON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Jeremy Paul charge for services?

Jeremy Paul's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERIGON WEALTH MANAGEMENT, LLC?

PERIGON WEALTH MANAGEMENT, LLC has approximately 137 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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