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Jeremy D Kovacs

Perigon Wealth Management, LLC

San Francisco, CA

Yorba Linda, 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 2025-04-25
  • CA RA
    APPROVED
    Since 2025-04-25

Branch Locations

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

Yorba Linda, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 02/2020 04/2025
Bny Mellon Na Newport Beach CA 11/2007 02/2020
Perigon Wealth Management, Llc Irvine CA 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
S63 Uniform Securities Agent State Law Examination 2020-01-08
S66 Uniform Combined State Law Examination 2006-01-27
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06
  • S63 Uniform Securities Agent State Law Examination
    2020-01-08
  • S66 Uniform Combined State Law Examination
    2006-01-27
Designations
Other Names
  • Jeremy D Kovacs
  • Jeremy Kovacs
  • Jeremy Duane Kovacs

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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