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Jake Sierka

Perigon Wealth Management, LLC

San Francisco, CA

Phoenix, AZ

CRD 8095913

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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:

Current Employers
Perigon Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-23
  • AZ RA
    APPROVED
    Since 2025-05-23

Branch Locations

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

Phoenix, AZ • 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
Perigon Wealth Management, Llc San Francisco CA 06/2022 Present
Troon Golf, L.L.C. Scottsdale AZ 02/2020 07/2023
University Of Arizona Tucson AZ 08/2019 05/2023
Jdm Golf Llc Phoenix AZ 03/2017 08/2019
Unemployed N/A XX 05/2015 02/2017
  • 06/2022 → Present
    Perigon Wealth Management, Llc
    San Francisco, CA
  • 02/2020 → 07/2023
    Troon Golf, L.L.C.
    Scottsdale, AZ
  • 08/2019 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 03/2017 → 08/2019
    Jdm Golf Llc
    Phoenix, AZ
  • 05/2015 → 02/2017
    Unemployed
    N/A, XX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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