Eric Jardine

Eric Jardine, CFA®

Operations | Wealth Advisor

Eric's Bio

Eric Jardine, Wealth Advisor / Operations, bring 20 years of investment and technology experience to his role at Perigon. As an investment advisor, Eric manages portfolios and coaches advisors on best practices to grow and service their clients. Over the last decade, he has implemented reporting, planning and CRM systems to inform strategic decisions to support growth.

Eric began his career as an equity derivatives trader with Wells Fargo. That led to a portfolio management role with Baker Avenue Wealth Management where he went on to become Managing Director before joining Perigon in 2018. Eric holds a B.S. in Finance from the University of Colorado, Boulder.

Eric's Insights


Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. For additional information, visit the Investment Adviser Public Disclosure website at and search Perigon’s CRD #131037.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

When an investment process considers environmental, social, and governance factors (“ESG”), the advisor may choose to avoid investments that might otherwise be considered or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social, and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.

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Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.