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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

Jonathan Joseph Masse

Advisor at PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:63bdb93f-3d51-7732-1792-5b31c6549ba4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERIGON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Nov 20, 2015
First registration: Sep 24, 2012
Dual registered: no
Other names: Jonathan J. Masse|Jonathan Masse
IAPD individual key: 4480430

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Jun 29, 2018	n/a	yes	SAN FRANCISCO, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 21, 2017	Jun 27, 2018	no	SAN FRANCISCO, CA	Previous registration
WAVEFRONT CAPITAL	Former SEC adviser	Apr 4, 2014	Aug 11, 2015	no	SAN FRANCISCO, CA	Previous registration
HEDGEPORT ASSOCIATES LLC	n/a	Jun 11, 2013	Aug 12, 2013	no	LOS ANGELES, CA	Previous registration
BAOCHUAN CAPITAL MANAGEMENT, LLC	Former SEC adviser	Sep 24, 2012	Dec 20, 2013	no	WALNUT CREEK, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PERIGON WEALTH MANAGEMENT, LLC	Jun 27, 2018	Jun 29, 2018	2	Firm change	Wirehouse to RIA
WAVEFRONT CAPITAL	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 11, 2015	Mar 21, 2017	588	Firm change after gap	Other
BAOCHUAN CAPITAL MANAGEMENT, LLC	HEDGEPORT ASSOCIATES LLC	Dec 20, 2013	Jun 11, 2013	-192	Firm change after gap	Other
HEDGEPORT ASSOCIATES LLC	WAVEFRONT CAPITAL	Aug 12, 2013	Apr 4, 2014	235	Firm change	Other

Relationships

Registered with (5)

→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 29, 2018 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 21, 2017 to Jun 27, 2018factForm ADV
→ WAVEFRONT CAPITALRegistered adviserregistration: previous registration
Apr 4, 2014 to Aug 11, 2015factForm ADV
→ BAOCHUAN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 24, 2012 to Dec 20, 2013factForm ADV
→ HEDGEPORT ASSOCIATES LLCRegistered adviserregistration: previous registration
Jun 11, 2013 to Aug 12, 2013factForm ADV

Dated events

No dated event names this entity yet.