Eric J. Linser

PERIGON WEALTH MANAGEMENT

SAN FRANCISCO, CA

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CRD#: 4079983

Professional summary

Eric Jonathan Linser is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in San Francisco, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eric has worked at 9 firms and has passed the Series 66 and Series 7 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 Eric Jonathan Linser'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

February 11, 2021 - Present

PERIGON WEALTH MANAGEMENT, LLC

RIA

CRD#: 131037

SAN FRANCISCO, CA

Past

April 18, 2019 - March 8, 2021

BDO WEALTH ADVISORS, LLC

RIA

CRD#: 222525

SAN FRANCISCO, CA

Past

June 28, 2016 - April 9, 2019

NAMCOA

RIA

CRD#: 133978

San Francisco, CA

Past

March 3, 2016 - July 15, 2016

WEALTHSOURCE®

RIA

CRD#: 282202

SAN FRANCISCO, CA

Past

September 21, 2012 - July 15, 2016

AVANT-GARDE ADVISORS LLC

RIA

CRD#: 151527

SAN FRANCISCO, CA

Past

October 28, 2009 - January 6, 2013

GREEN VALLEY WEALTH ADVISORS LLC

RIA

CRD#: 149890

SAN FRANCISCO, CA

Past

May 2, 2001 - May 5, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

January 12, 2001 - May 5, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

WALNUT CREEK, CA

Past

December 18, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

December 23, 1999 - December 1, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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.

Highlighted states indicate IAR registrations

IAR

California
(2/11/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/11/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/22/1999

General Securities Representative Examination

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
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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Firm Stability Insights

Eric J. Linser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Jonathan Linser's CRS (Customer Relationship Summary).

Certified licenses

Experience

BDO WEALTH ADVISORS, LLC

NAMCOA

WEALTHSOURCE®

AVANT-GARDE ADVISORS LLC

GREEN VALLEY WEALTH ADVISORS LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2000

Series 7

Date: 12/22/1999

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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