Advisor at Perigon Wealth Management, LLC
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Firm
Perigon Wealth Management, LLC
Location
Edison, NJ 08837
Credentials
Series 63, Series 65
Industry experience
35 years
Jeffrey Gitterman is a financial advisor at Perigon Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors, Inc. He serves as a board member of the Childrens Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating investment management to independent managers while retaining oversight and proxy-voting responsibilities.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
379 Thornall Street, 6 Th Floor
Edison, NJ 08837
New Jersey
Perigon Wealth Management, LLC
2025 - Present (1 year)
Vanderbilt Securities, LLC
2017 - Present (9 years)
Gitterman Wealth Management, LLC
2014 - Present (12 years)
Triad Advisors, Inc.
2010 - 2017 (7 years)
Beyond Success Consulting
2009 - Present (17 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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