John Edward Townes Taylor

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 01/2017
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 01/2017
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 01/2017 → 04/2022
  Sagepoint Financial, Inc.
  Daufuskie Island, SC
• 04/2022 → Present
  Perigon Wealth Management, Llc
  Charleston, SC
• 01/2019 → 04/2022
  Greenville Financial Group, Llc
  Wilmington, DE

Previous Registrations

• 2017-01-25 → 2022-05-03
  Osaic Services, Inc.
  Wilmington, DE
  Daufuskie Island, SC
  Wilmington, DE
  Daufuskie Island, SC
  Phoenix, AZ
  Charleston, SC
• 2012-07-02 → 2017-01-27
  First Allied Advisory Services, Inc.
  Greenville, DE
  Beaufort, SC
  Greenville, DE
  Daufuskie Island, SC
• 2009-02-02 → 2012-07-02
  First Allied Securities, Inc.
  Greenville, DE
  Daufuskie Island, SC
  San Diego, CA
  Greenville, DE
  Beaufort, SC
• 2008-10-31 → 2009-02-26
  Osaic Services, Inc.
  Greenville, DE
• 2000-07-18 → 2008-10-31
  American General Securities Incorporated
  Greenville, DE
  Newark, DE
  Middletown, DE
  Milford, DE
  Milford, DE

Other Businesses

[1.] Hatteras VC C0-Investment Fund II LLC. Position: $25K IRA Investor. Nature: Reg D Private Placement Of $25K In An IRA, With Millennium Trust As Custodian. Address: 2001 Spring Road, Suite 700, Oak Brook, Illinois 60523; 630.368.5600 Investment Related: Yes. Number Of Hours: 0. Securities Trading Hours: 0. Start Date: 06/2009. Address: 8510 Colonnade Center Drive, Suite 150, Raleigh, NC 27615-3050, United States. Description: I Am A Shareholder In This Illiquid Investment That No Other Custodian Will Hold For Me. [2.] Deer Park Picnic, LLC. Position: 25% Owner. Nature: Entity Which Owns A Rental Property. Investment Related: No. Number Of Hours: 1. Securities Trading Hours: 1. Start Date: 11/2021. Address: 155 Rock Hill Road, Highlands, NC 28741, United States. Description: 25% Owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-11-06
• S63 Uniform Securities Agent State Law Examination
  1993-01-12

Designations

• Chartered Financial Consultant

Other Names

• J T Taylor
• Johnny Taylor