Jeffrey Lewis Gitterman

Perigon Wealth Management, LLC

35 Years of Experience

9 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Perigon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

94 advisors

Number of Clients

4,766 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$8.7B

Fee Structure

Location

379 Thornall Street, 6th Floor, Edison, NJ, 08837

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History

Regulatory History (9)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2023

Settled

Customer Dispute

July 2023

Settled

Customer Dispute

December 2021

Settled

Customer Dispute

December 2021

Settled

Customer Dispute

October 2021

Settled

Customer Dispute

August 2021

Settled

Customer Dispute

June 2021

Settled

Customer Dispute

February 2020

Settled

Customer Dispute

October 2019

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey is a partner at Gitterman Wealth Management, dedicating most of his time to wealth management. He also engages in insurance sales through Vanderbilt Insurance Services, spending minimal time on this activity, and serves as a board member for Childrens Health Institute, dedicating minimal time.

Employment History

Current Registrations

Perigon Wealth Management, LLC

November 2025 - Present · 3 mos

Vanderbilt Securities, LLCBroker

June 2017 - Present · 8 yrs 8 mos

Gitterman Wealth Management, LLC

May 2010 - Present · 15 yrs 9 mos

Previous Registrations

Triad Advisors, INC.Broker

May 2010 - June 2017 · 7 yrs 1 mo

Triad Advisors, INC.

May 2010 - May 2010 · 0 mos

Ing Financial Advisers, LLC

April 2003 - May 2010 · 7 yrs 1 mo

Ing Financial Advisers, LLCBroker

April 2000 - May 2010 · 10 yrs 1 mo

Aetna Financial Services, INC.Broker

April 2000 - September 2000 · 5 mos

AXA Advisors, LLCBroker

December 1990 - April 2000 · 9 yrs 4 mos

The Equitable Life Assurance Society of the United StatesBroker

December 1990 - January 2000 · 9 yrs 1 mo

State Registrations13 states

AZCACOCTFLMAMDNJNMNYPAVAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.