Jeremy D Kovacs

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

• 02/2020 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 11/2007 → 02/2020
  Bny Mellon Na
  Newport Beach, CA
• 04/2025 → Present
  Perigon Wealth Management, Llc
  Irvine, CA

Previous Registrations

• 2020-03-06 → 2025-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Yorba Linda, CA
• 2006-01-30 → 2007-02-05
  Wells Fargo Investments, Llc
  Los Angeles, CA
  Los Angeles, CA
  La Verne, CA

Exams

• 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

• Chartered Financial Analyst

Other Names

• Jeremy D Kovacs
• Jeremy Kovacs
• Jeremy Duane Kovacs