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Eric Jonathan Linser

Perigon Wealth Management, LLC

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About Eric Jonathan Linser

Eric Linser is an investment advisor representative at Perigon Wealth Management, LLC. Eric has been in the industry since 1999. Eric has been registered with the state of California since 2021. Eric previously worked at Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Eric holds the Series 7 and Series 66 licenses and is a Chartered Financial Analyst. Eric specializes in portfolio management for businesses and individuals. Eric also provides financial planning and selection of other advisers.

Firm Information

Eric Linser is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Linser’s Registration & Firm History

CA

02/11/2021 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

CA

05/02/2001 - 05/05/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

12/18/2000 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NY

12/23/1999 - 12/01/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Jonathan Linser.
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