TrueAdvisor
TrueAdvisor
JG
JG

Jeffrey Gitterman

Perigon Wealth Management, LLC
35 Years of Experience
Edison, NJ
9 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Gitterman is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 35 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.

Perigon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
5,664 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

379 Thornall Street, 2nd Floor, Edison, NJ, 08837

Get directions

History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023
Settled
Customer Dispute
July 2023
Settled
Customer Dispute
December 2021
Settled
Customer Dispute
December 2021
Settled
Customer Dispute
October 2021
Settled
Customer Dispute
August 2021
Settled
Customer Dispute
June 2021
Settled
Customer Dispute
February 2020
Settled
Customer Dispute
October 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is a partner at Gitterman Wealth Management, dedicating most of his time to wealth management. He also engages in insurance sales through Vanderbilt Insurance Services, spending minimal time on this activity, and serves as a board member for Childrens Health Institute, dedicating minimal time.

Employment History
Current Registrations
Perigon Wealth Management, LLC
November 2025 - Present · 11 mos
Vanderbilt Securities, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Gitterman Wealth Management, LLC
May 2010 - December 2025 · 15 yrs 7 mos
Triad Advisors, INC.Broker
May 2010 - June 2017 · 7 yrs 1 mo
Triad Advisors, INC.
May 2010 - May 2010 · 0 mos
Ing Financial Advisers, LLC
April 2003 - May 2010 · 7 yrs 1 mo
Ing Financial Advisers, LLCBroker
April 2000 - May 2010 · 10 yrs 1 mo
Aetna Financial Services, INC.Broker
April 2000 - September 2000 · 5 mos
AXA Advisors, LLCBroker
December 1990 - April 2000 · 9 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1990 - January 2000 · 9 yrs 1 mo
State Registrations14 states
AZCACOCTFLMAMDNJNMNYPAVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Edison, NJ →All financial advisors in New Jersey →