Jeremy Paul, financial advisor San Francisco CA

Jeremy Paul

CRD Number: 2941072
Current Firm: Perigon Wealth Management, LLC

Jeremy Paul (CRD# 2941072) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry. Jeremy Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Perigon Wealth Management, LLC Boca Raton, FL Oct 2019 - Current 4
Purshe Kaplan Sterling Investments, Inc. Albany, NY Nov 2017 - Current 6
Rlp Wealth Advisors Boca Raton, FL Oct 2017 - Dec 2019 2
Rlp Wealth Advisors, LLC Boca Raton, FL Jan 2001 - Dec 2019 18
National Planning Corporation D/b/a Rlp Wealth Advisors, LLC New York, NY Nov 2005 - Nov 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Jeremy Paul
Phone Number: (877) 977-2555
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    6,941
    MILLIONS
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $607,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA

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