John Edward townes Taylor
Investment adviser representative at Perigon Wealth Management, LLC
17 yearsExperience
3 statesRegistered in
ChFC®Designation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Perigon Wealth Management, LLCApr 2022 to now
- Greenville Financial Group, LLCJan 2019 to Apr 2022
- Sagepoint Financial, Inc.Jan 2017 to Apr 2022
- First Allied Advisory Services, Inc.Jul 2012 to Jan 2017
- First Allied Securities, Inc.Feb 2009 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (DE, NC, SC).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1990537
- Firm CRD
- 131037