Jason Condon
Jason Condon is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in San Francisco, CA, with 11 years of industry experience. Jason 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
201 Mission Street, Suite 1825, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason works as a Wealth Manager at Gitterman Wealth Mgmt, dedicating most of his time to financial planning and investment management. He also works as an agent for Vanderbilt Insurance, selling fixed life insurance and long-term care insurance policies, which takes minimal time.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Gitterman Wealth Management, LLC
Triad Advisors, INC.Broker
State Registrations3 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.