Eric Jonathan Linser

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

• 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

• S66 Uniform Combined State Law Examination
  2000-02-11

Designations

• Chartered Financial Analyst