Jeffrey L. Gitterman

PERIGON WEALTH MANAGEMENT

EDISON, NJ 08837

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CRD#: 1910332

Professional summary

Jeffrey Lewis Gitterman is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Edison, New Jersey and VANDERBILT SECURITIES, LLC located in Edison, New Jersey.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lewis Gitterman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 26, 2025 - Present

PERIGON WEALTH MANAGEMENT, LLC

Office #1: 379 Thornall Street 8th Floor, Edison, NJ 08837

RIA

CRD#: 131037

EDISON, NJ

Current

June 16, 2017 - Present

VANDERBILT SECURITIES, LLC

Office #1: 379 Thornall Street, 6th Floor, Edison, NJ 08837

CRD#: 5953

Edison, NJ

Past

May 14, 2010 - December 9, 2025

GITTERMAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 153062

EDISON, NJ

Past

May 5, 2010 - May 5, 2010

TRIAD ADVISORS LLC

RIA

CRD#: 25803

Edison, NJ

Past

May 5, 2010 - June 23, 2017

TRIAD ADVISORS LLC

CRD#: 25803

Edison, NJ

Past

April 23, 2003 - May 5, 2010

VOYA FINANCIAL PARTNERS, LLC

RIA

CRD#: 34815

WOODBRIDGE, NJ

Past

April 11, 2000 - September 25, 2000

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

April 11, 2000 - May 5, 2010

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WOODBRIDGE, NJ

Past

December 3, 1990 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

December 3, 1990 - April 19, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/16/2017)

California
(6/16/2017)

Colorado
(9/13/2017)

Connecticut
(6/16/2017)

Florida
(6/16/2017)

Maryland
(6/16/2017)

Massachusetts
(7/31/2017)

New Jersey
(6/16/2017)

IAR

New Jersey
(11/26/2025)

New Mexico
(8/21/2017)

New York
(6/16/2017)

Pennsylvania
(6/16/2017)

Vermont
(6/16/2017)

Virginia
(7/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/29/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/5/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD#: 131037 / SEC#: 801-62988

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

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Contact information

Main Address

201 Mission Street Suite 1825, San Francisco, CA 94105

Mailing Address

Phone number

(877) 977-2555

Established

Firm type

Fiscal year end

# of Employees

141

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERIGON WRAP FEE PROGRAM BROCHURE (3/28/2025)

PERIGON DISCLOSURE BROCHURE AND PRIVACY POLICY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,456
AUM (Assets Under Management)	$ 8,714,418,958

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2026	Cover Page	Report
09/24/2024	Cover Page	Report
10/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey L. Gitterman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Lewis Gitterman's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANDERBILT SECURITIES, LLC

GITTERMAN WEALTH MANAGEMENT, LLC

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

VOYA FINANCIAL PARTNERS, LLC

AETNA FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/1999

Series 63

Date: 3/31/1992

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/8/1999

Series 6

Date: 11/29/1990

Series 24

Date: 9/5/2001

FINRA

Current Firm

PERIGON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PERIGON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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