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Credentials
Series 66
Experience Industry experience
3 years
Location
Sonoita, AZ
Perigon Wealth Management, LLC
Multi-team
Jessica Peabody is a financial advisor at Perigon Wealth Management, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Ashton Thomas Private Wealth and Wells Fargo in various roles. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.
Based on Perigon Wealth Management, LLC
$0+: 0.20% annually +: up to 2.00% annually
Sonoita, AZ
Sonoita AZ
Advisors at this office
1
Arizona
3 years of industry experience
Perigon Wealth Management, LLC
2025 - Present • 1 year
Sonoita, AZ
Ashton Thomas Private Wealth
2022 - 2025 • 3 years
Tucson, AZ
Wells Fargo Clearing
2021 - 2022 • 1 year
Tucson, AZ
Wells Fargo Bank, nA
2015 - 2021 • 6 years
Tucson, AZ
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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