Jennifer A. Easley

GITTERMAN WEALTH MANAGEMENT

Edison, NJ 08837

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CRD#: 4688332

Professional summary

Jennifer Anne Easley, who also goes by Jennifer Anne Toohey, Jennifer Toohey, Jennifer Ann Toohey, Jennifer Anne Watson, is a registered financial advisor currently at GITTERMAN WEALTH MANAGEMENT, LLC located in Edison, New Jersey and PERIGON WEALTH MANAGEMENT, LLC located in Conway, South Carolina.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Anne Toohey | Jennifer Toohey | Jennifer Ann Toohey | Jennifer Anne Watson

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.

1) Gitterman Wealth Management; Investment related; Conway, SC 29526; Independent RIA; 160 hrs./month- Wealth Management & Financial Planning - branch office of Vanderbilt Securities, LLC; Time spent during regular business hours is 50%. 2) Perigon Wealth Management, LLC; Investment Related; Conway, SC 29526; Investment Advisor Representative; 10/2025; Time Spent during regular business hours is 50%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Easley'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

August 6, 2010 - Present

GITTERMAN WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 153062

Edison, NJ

Current

October 6, 2025 - Present

PERIGON WEALTH MANAGEMENT, LLC

RIA

CRD#: 131037

CONWAY, SC

Current

June 16, 2017 - Present

VANDERBILT SECURITIES, LLC

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

CRD#: 5953

Edison, NJ

Past

May 5, 2010 - June 16, 2017

TRIAD ADVISORS LLC

CRD#: 25803

Edison, NJ

Past

December 20, 2006 - May 5, 2010

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WOODBRIDGE, NJ

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

IAR

New Jersey
(8/6/2010)

South Carolina
(1/4/2023)

IAR

South Carolina
(10/6/2025)

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 66

Date: 4/8/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/2006

General Securities Representative 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
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

Jennifer A. Easley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Easley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERIGON WEALTH MANAGEMENT, LLC

VANDERBILT SECURITIES, LLC

TRIAD ADVISORS LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

PERIGON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/19/2006

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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