JC
CFP
JC
CFP

Jason Paul Condon

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

379 Thornall Street, 6th Floor, Edison, NJ, 08837

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History

Regulatory History
Clean regulatory record

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.

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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
October 2025 - Present · 4 mos
Vanderbilt Securities, LLCBroker
June 2017 - Present · 8 yrs 8 mos
Gitterman Wealth Management, LLC
February 2015 - Present · 11 yrs
Previous Registrations
Triad Advisors, INC.Broker
October 2014 - June 2017 · 2 yrs 8 mos
State Registrations4 states
FLMDNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.