Jessica Elliott
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Jessica Elliott Email & Phone Number

Private Client Associate at Perigon Wealth Management, LLC
Location: Southfield, Michigan, United States 7 work roles 3 schools
2 work emails found @mycgfinancial.com 2 phones found area 517 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@mycgfinancial.com
Direct phone (517) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Perigon Wealth Management, LLC
Role
Private Client Associate
Location
Southfield, Michigan, United States
Company size
35 employees

Who is Jessica Elliott? Overview

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Quick answer

Jessica Elliott is listed as Private Client Associate at Perigon Wealth Management, LLC, a with 35 employees, based in Southfield, Michigan, United States. AeroLeads shows a work email signal at mycgfinancial.com, phone signal with area code 517, and a matched LinkedIn profile for Jessica Elliott.

Jessica Elliott previously worked as Director Of Client Services at Lumin Financial, Llc and Client Service Manager at Cg Financial Services. Jessica Elliott holds Business, Management, Marketing, And Related Support Services from Northern Michigan University.

Company email context

Email format at Perigon Wealth Management, LLC

This section adds company-level context without repeating Jessica Elliott's masked contact details.

*@mycgfinancial.com
71% confidence

AeroLeads found 2 current-domain work email signals for Jessica Elliott. Compare company email patterns before reaching out.

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Profile bio

About Jessica Elliott

Investment advisory services offered through Perigon Wealth LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.

Listed skills include Team Oriented, Series 63, Series 7, Event Planning, and 3 others.

Current workplace

Jessica Elliott's current company

Company context helps verify the profile and gives searchers a useful next step.

Perigon Wealth Management, LLC
Perigon Wealth Management, Llc
Private Client Associate
san francisco, california, united states
Website
perigonwealth.com
Employees
35
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Company profile
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7 roles · 32 years

Jessica Elliott work experience

A career timeline built from the work history available for this profile.

Director Of Client Services

Lumin Financial, Llc

Southfield, Mi

Jun 2017 - Mar 2024

Client Service Manager

Cg Financial Services

Williamston, Mi

Responsible for our Client Service Experience

Nov 2015 - Jun 2017

Marketing Coordinator

Stonebridge Financial Partners, Llc

responsible for coordinating Stonebridge marketing, client events and client technology support.

Sep 2009 - Nov 2015
Team & coworkers

Colleagues at Perigon Wealth Management, LLC

Other employees you can reach at perigonwealth.com. View company contacts for 35 employees →

JS Jake Sierka Jake Sierka Colleague at Perigon Wealth Management, LlcTucson, Arizona, United States View → MM Michael Mignosi Michael Mignosi Colleague at Perigon Wealth Management, LlcLos Angeles Metropolitan Area, United States View → CS Chris Saunders Chris Saunders Colleague at Perigon Wealth Management, LlcCorona Del Mar, California, United States View → RH Rob Hardwick, Cfp® Rob Hardwick, Cfp® Colleague at Perigon Wealth Management, LlcParsippany, New Jersey, United States View → DW Doug Wheat Doug Wheat Colleague at Perigon Wealth Management, LlcNorthampton, Massachusetts, United States View → CS Chris Spires, Aif®, Cpfa® Chris Spires, Aif®, Cpfa® Colleague at Perigon Wealth Management, LlcAtlanta, Georgia, United States View → TP Tinisha Pierce Tinisha Pierce Colleague at Perigon Wealth Management, LlcHouston, Texas, United States View → JL Julie Liu Julie Liu Colleague at Perigon Wealth Management, LlcPortland, Oregon, United States View → KG Kolby Giddings Kolby Giddings Colleague at Perigon Wealth Management, LlcSan Francisco, California, United States View → DD Debby Dunham Debby Dunham Colleague at Perigon Wealth Management, LlcRichmond, Virginia, United States View →
3 education records

Jessica Elliott education

Education record

Munising High School
FAQ

Frequently asked questions about Jessica Elliott

Quick answers generated from the profile data available on this page.

What company does Jessica Elliott work for?

Jessica Elliott works for Perigon Wealth Management, LLC.

What is Jessica Elliott's role at Perigon Wealth Management, LLC?

Jessica Elliott is listed as Private Client Associate at Perigon Wealth Management, LLC.

What is Jessica Elliott's email address?

AeroLeads has found 2 work email signals at @mycgfinancial.com for Jessica Elliott at Perigon Wealth Management, LLC.

What is Jessica Elliott's phone number?

AeroLeads has found 2 phone signal(s) with area code 517 for Jessica Elliott at Perigon Wealth Management, LLC.

Where is Jessica Elliott based?

Jessica Elliott is based in Southfield, Michigan, United States while working with Perigon Wealth Management, LLC.

What companies has Jessica Elliott worked for?

Jessica Elliott has worked for Perigon Wealth Management, Llc, Lumin Financial, Llc, Cg Financial Services, Stonebridge Financial Partners, Llc, and Centaurus Financial, Inc.®.

Who are Jessica Elliott's colleagues at Perigon Wealth Management, LLC?

Jessica Elliott's colleagues at Perigon Wealth Management, LLC include Jake Sierka, Michael Mignosi, Chris Saunders, Rob Hardwick, Cfp®, and Doug Wheat.

How can I contact Jessica Elliott?

You can use AeroLeads to view verified contact signals for Jessica Elliott at Perigon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jessica Elliott attend?

Jessica Elliott holds Business, Management, Marketing, And Related Support Services from Northern Michigan University.

What skills is Jessica Elliott known for?

Jessica Elliott is listed with skills including Team Oriented, Series 63, Series 7, Event Planning, Online Support, Client Relations Skills, and General Securities Registered Representative.

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