Justin R. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Justin Richard Wilson, who also goes by Justin Wilson, was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2004. Justin had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 17, 2020 - April 2, 2025
PERIGON WEALTH MANAGEMENT, LLC
March 21, 2014 - June 4, 2020
ALLWORTH FINANCIAL, L.P.
March 21, 2014 - June 4, 2020
AW SECURITIES
June 6, 2012 - March 17, 2014
DUNCAN FINANCIAL
May 10, 2012 - March 13, 2014
SECURITIES AMERICA, INC.
August 10, 2011 - January 12, 2012
PATHWAY STRATEGIC ADVISORS
June 12, 2008 - January 12, 2012
AW SECURITIES
February 8, 2008 - January 12, 2012
ALLWORTH FINANCIAL, L.P.
February 8, 2008 - January 12, 2012
AW SECURITIES
October 29, 2007 - February 1, 2008
INVEST FINANCIAL CORPORATION
October 29, 2007 - February 1, 2008
INVEST FINANCIAL CORPORATION
June 28, 2005 - October 30, 2007
SECURITIES AMERICA ADVISORS, INC.
July 27, 2004 - October 30, 2007
SECURITIES AMERICA, INC.
Primary Firm SEC Registration
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037 / SEC#: 801-62988
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037 / SEC#: 801-62988
Contact information
SEC notice filing (41 States and Territories)
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 | ||
| 09/24/2024 | ||
| 10/24/2023 |
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.
