Jonathan Joseph Masse
Investment adviser representative at Penserra Wealth Management
10 yearsExperience
2 statesRegistered in
CFADesignation
$2.5MFirm 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
10 years in the industry.
- Penserra Wealth ManagementSep 2026 to now
- Perigon Wealth Management, LLCJun 2018 to now
- Bank of America, N.A.May 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Jun 2018
- UnemployedJan 2017 to Jan 2017
- 55 Capital ManagementMay 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Penserra Wealth Management
Legal name: Penserra Wealth Management LLC
$2.5MAssets managed
8Clients
12Advisers
1 yearIn 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
- 4480430
- Firm CRD
- 333218