Jonathan Joseph Masse

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

• 02/2017 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 05/2016 → 12/2016
  55 Capital Management
  Mill Valley, CA
• 01/2017 → 01/2017
  Unemployed
  San Ramon, CA
• 05/2017 → 06/2018
  Bank Of America, N.A.
  San Francisco, CA
• 06/2018 → Present
  Perigon Wealth Management, Llc
  San Francisco, CA

Previous Registrations

• 2017-03-21 → 2018-06-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 2014-04-04 → 2015-08-11
  Wavefront Capital
  San Francisco, CA
• 2012-09-24 → 2013-12-20
  Baochuan Capital Management, Llc
  Walnut Creek, CA
• 2013-06-11 → 2013-08-12
  Hedgeport Associates Llc
  Los Angeles, CA

Other Businesses

[1.] Name: CFA-SF. Not investment-related. Location: San Francisco, CA. Nature: Education. Position: Exam Review Instructor. Start: 12/2005. Number of hours: teach ~ 6x per year, 0 hours during trading hours. Duties: Teach the CFA exam review course. [2.] Name: I*103660 - Masse Capital Markets Consulting. Not investment-related. Location: San Ramon, CA 94582. Nature: Charitable organization. Position: Owner. Start: 02/2017. Number of Hours: 30 hours annually; 0 hours during trading hours. Duties: Not active, but maintaining as DBA for educational consultancies, such as monthly meetup groups and guest lecturing at university programs. [3.] Name: UC Berkeley Extension. Not investment-related. Location: Berkeley, CA. Nature: Education. Position: Professor. Start: 03/2020. Number of hours: 15 hours/month, ten weeks a year. 0 hours/month during trading hours. Duties: Teach classes. [4.] proSapient. Not investment-related. Location: Raleigh, NC. Nature: Management consulting and private equity corporation. Start 05/2023. Number of hours: 1/month for approximately four months of the year, 0/month during securities trading hours. Duties: Consulting on alternative investments. [5.] Santa Clara University. Not investment-related. Location: Santa Clara, CA. Nature: Education. Position: Adjunct Professor. Start 01/2023. Number of hours: 32/month for ten weeks a school quarter; 0 hours/month during securities trading hours. Duties: Teach classes.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  2015-11-20

Designations

• Chartered Financial Analyst

Other Names

• Jonathan J. Masse
• Jonathan Masse