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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Masse is a financial advisor with Perigon Wealth Management, LLC, a firm headquartered in San Francisco, California. Jonathan has a strong background in the financial services industry, with experience at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Foreside Fund Services, LLC. Jonathan is also a CFA Charterholder. Jonathan specializes in providing financial planning, portfolio management, and investment advisory services for a wide range of clients, including individuals, families, and corporations. He is registered to provide investment advisory services in both California and Texas. Jonathan is dedicated to providing clients with personalized financial advice and investment strategies that are designed to meet their specific goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/30/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
03/06/2017 - 06/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
ME
11/05/2015 - 04/12/2016
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
06/03/2009 - 11/05/2012
THINKEQUITY LLC (SAN FRANCISCO CA)
CA
01/24/2002 - 06/27/2007
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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