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Eric Jonathan Linser

Perigon Wealth Management, LLC

San Francisco, CA

San Francisco, CA

San Francisco, CA

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Current Employers
Perigon Wealth Management, Llc

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-02-11
  • CA RA
    APPROVED
    Since 2021-02-11

Branch Locations

201 Mission Street Suite 1825, San Francisco, CA 94105 • United States

2655 Van Ness Avenue Suite 3, San Francisco, CA 94109 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Naples Asset Management Co., Llc San Francisco CA 06/2016 04/2019
Bdo Wealth Advisors, Llc San Francisco CA 04/2019 02/2021
Perigon Wealth Management, Llc San Francisco CA 02/2021 Present
  • 06/2016 → 04/2019
    Naples Asset Management Co., Llc
    San Francisco, CA
  • 04/2019 → 02/2021
    Bdo Wealth Advisors, Llc
    San Francisco, CA
  • 02/2021 → Present
    Perigon Wealth Management, Llc
    San Francisco, CA
Previous Registrations
  • 2019-04-18 → 2021-03-08
    Bdo Wealth Advisors, Llc
    San Francisco, CA
  • 2016-06-28 → 2019-04-09
    Namcoa
    San Francisco, CA
    Mooresville, NC
  • 2012-09-21 → 2016-07-15
    Avant-Garde Advisors Llc
    San Francisco, CA
    Centennial, CO
  • 2016-03-03 → 2016-07-15
    Wealthsource®
    San Francisco, CA
    San Luis Obispo, CA
  • 2009-10-28 → 2013-01-06
    Green Valley Wealth Advisors Llc
    San Francisco, CA
  • 2001-01-12 → 2005-05-05
    Wells Fargo Investments, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-11
  • S66 Uniform Combined State Law Examination
    2000-02-11
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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