Jennifer Anne Easley

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

• 08/2010 → 09/2025
  Gitterman Wealth Management, Llc
  Conway, SC
• 06/2017 → Present
  Vanderbilt Securities, Llc
  Conway, SC
• 09/2025 → Present
  Perigon Wealth Management, Llc
  Conway, SC

Previous Registrations

• 2010-08-06 → 2025-12-09
  Gitterman Wealth Management, Llc
  Edison, NJ

Other Businesses

Perigon Wealth Management, LLC. Investment related. Start date: 09/2025. Address: Conway SC 29526. Title: Senior Finance Operations Associate. Duties: Work with the accounting & finance team. Time spent during regular hours: 100%.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-08

Other Names

• Jennifer Ann Toohey
• Jennifer Anne Watson
• Jennifer Anne Watson
• Jennifer Toohey
• Jennifer Anne Toohey