Jeffrey Gitterman
Jeffrey Gitterman is a registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,766 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perigon Wealth Management offers investment management services where the advisory fee includes transaction costs. The annual advisory fees range from 0.20% to 2.00%. Fees are paid quarterly in advance, based on the value of your investments at the end of the prior quarter. Fees may be negotiable. Clients may be invested into share classes of a mutual fund that have a higher expense ratio than a different share class, including but not limited to 12b-1 fees.
Location
379 Thornall Street, 6th Floor, Edison, NJ, 08837
Get directionsHistory
Regulatory History (9)
Customer Dispute
September 2023Customer Dispute
July 2023Customer Dispute
December 2021Customer Dispute
December 2021Customer Dispute
October 2021Customer Dispute
August 2021Customer Dispute
June 2021Customer Dispute
February 2020Customer Dispute
October 2019Other 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
Vanderbilt Securities, LLCBroker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
Triad Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Financial Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
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.