Jonathan Horst, financial advisor San Francisco CA
84 score

Jonathan Horst

CRD Number: 5558494
Current Firm: Perigon Wealth Management, LLC

Jonathan Horst (CRD# 5558494) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry. Jonathan Horst 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 San Francisco, CA Jun 2017 - Current < 1
Unemployed San Francisco, CA Feb 2017 - May 2017 < 1
Liberty Group LLC Oakland, CA Dec 2016 - Jan 2017 < 1
Vacation San Francisco, CA Nov 2016 - Dec 2016 < 1
Lpl Financial LLC San Francisco, CA Jan 2013 - Nov 2016 3
Unemployed San Francisco, CA May 2012 - Dec 2012 < 1
Morgan Stanley Walnut Creek, CA Jan 2012 - May 2012 < 1
Citizen Cake San Francisco, CA Oct 2011 - Dec 2011 < 1
Unemployed San Francisco, CA Jul 2011 - Oct 2011 < 1
Dalvay Resort Dalvay, PA May 2011 - Jun 2011 < 1
Holland College Charlottetown, PA Sep 2010 - Apr 2011 < 1
Waddell & Reed Denver, CO Jul 2008 - Jul 2010 2
Unemployed Denver, CO May 2008 - Jul 2008 < 1
Bondi & Company Denver, CO Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan D. Horst
Phone Number: 415-430-4140
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    882
    MILLIONS
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $1,190,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Other
Types of Clients
Registered States

CA, CT, FL, HI, IL, MA, ME, MT, NH, OR, TX, WA

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BADGES
84

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