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CFP
JC
CFP

Jason Condon

Perigon Wealth Management, LLC
11 Years of Experience
Edison, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Condon is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Edison, NJ, with 11 years of industry experience. Jason 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

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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 · 1 yr
Vanderbilt Securities, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Gitterman Wealth Management, LLC
February 2015 - December 2025 · 10 yrs 10 mos
Triad Advisors, INC.Broker
October 2014 - June 2017 · 2 yrs 8 mos
State Registrations3 states
NJNYTX
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.
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