JF
Jason T. Fiderer
PERIGON WEALTH MANAGEMENT
Boca Raton, FL 33486
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CRD#: 6705736
JF
Professional summary
Jason T Fiderer, who also goes by Jason Fiderer, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Boca Raton, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Fiderer
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) Jason T. Fiderer is dually registered with Purshe Kaplan Sterling Investments, Inc. ("PKS") and Perigon Wealth Management, LLC ("Perigon"). Mr. Fiderer has served as an investment advisor representative for Perigon and as a registered representative for PKS since 5/2025. Business is conducted from 5355 Town Center Road, Suite 204, Boca Raton, FL, 33486. Approximately 90% of Mr. Fiderer's time is for services as a registered representative and5% of his time is spent for services as an investment advisor representative. 2) Licensed insurance agent; Not investment-related; Boca Raton, FL, 33486; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours: Licensed insurance agent
CRS (Client Relationship Summary) - RIA
Click below to view Jason T Fiderer's 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®
NoneExperience
Current
June 5, 2025 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 5355 Town Center Road Suite 204, Boca Raton, FL 33486RIA
CRD#: 131037
Boca Raton, FL
Past
May 11, 2022 - June 12, 2025
MORGAN STANLEY
RIA
CRD#: 149777
Boca Raton, FL
Past
May 11, 2022 - June 12, 2025
MORGAN STANLEY
BD
CRD#: 149777
Boca Raton, FL
Past
September 30, 2021 - February 2, 2022
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
CORAL GABLES, FL
Past
September 17, 2021 - February 2, 2022
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CORAL GABLES, FL
Past
November 19, 2020 - September 10, 2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
NEW YORK, NY
Past
May 24, 2017 - September 10, 2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
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".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
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
Florida(6/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 10/24/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037Boca Raton, FL 33486TRUST BUT VERIFY
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