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Eric Seth Jardine

Perigon Wealth Management, LLC

San Francisco, CA

Walnut Creek, 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
TX RA APPROVED 2023-11-30
CA RA APPROVED 2018-01-17
  • TX RA
    APPROVED
    Since 2023-11-30
  • CA RA
    APPROVED
    Since 2018-01-17

Branch Locations

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

1990 North California Blvd. Suite 612, Walnut Creek, CA 94596 • 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
Millie Capital Management Llc Walnut Creek CA 05/2016 01/2018
Perigon Wealth Management, Llc San Francisco CA 01/2018 Present
Previous Registrations
  • 2016-05-03 → 2018-01-23
    Millie Capital Management Llc
    Walnut Creek, CA
  • 2018-01-12 → 2018-01-12
    Perigon Wealth Management, Llc
    San Francisco, CA
  • 2005-12-08 → 2015-10-05
    Bakeravenue
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-02
  • S65 Uniform Investment Adviser Law Examination
    2005-02-02
Designations
Other Names
  • Eric Jardine

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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