JE

Jennifer Anne Easley

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

Minimum Investment:None

Perigon offers advisory services in a wrap fee structure, including securities transaction fees, custody fees, and other expenses in the overall advisory fee. Advisory fees range from 0.20% to 2.00% annually, based on factors like complexity and assets managed. Fees are paid quarterly in advance, based on the prior quarter's market value. Fees may be negotiable. The firm has multiple tiered fee schedules that fall within the range of fees.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

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

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Regulatory History (1)
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Financial
October 2016
Final
Other Business Activities

Jennifer works as a Compliance & Operations Analyst for Gitterman Wealth Management, LLC, a branch office under Vanderbilt (BD). This role takes up more than full-time hours.

Employment History
Current Registrations
Perigon Wealth Management, LLC
October 2025 - Present · 3 mos
Vanderbilt Securities, LLCBroker
June 2017 - Present · 8 yrs 7 mos
Gitterman Wealth Management, LLC
August 2010 - Present · 15 yrs 5 mos
Previous Registrations
Triad Advisors, INC.Broker
May 2010 - June 2017 · 7 yrs 1 mo
Ing Financial Advisers, LLCBroker
December 2006 - May 2010 · 3 yrs 5 mos
State Registrations2 states
NJSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.