Before joining Perigon, Jay spent seven years working in the wealth management industry at Wells Fargo Advisors in both Newport Beach and San Francisco as a Private Client Associate.
He and his wife are both from Southern California (go Lakers!), and they have an energetic 4-year-old who is currently into gymnastics. When Jay is not working, he enjoys going to the beach and playing tennis.
Perigon Wealth Management is a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKS and Perigon Wealth Management are not affiliated companies. Investments through PKS are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.