Financial Planning Associate
Current
Jun 2024 - Present
AeroLeads people directory · profile
Jacob Paraiso Email & Phone Number
Financial Planning Associate at Perigon Wealth Management
at
Perigon Wealth Management, LLC
1 work email found
@perigonwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate at Perigon Wealth Management
Location
United States
Company size
Who is Jacob Paraiso? Overview
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Quick answer
Jacob Paraiso is listed as Financial Planning Associate at Perigon Wealth Management at Perigon Wealth Management, LLC, a with 35 employees, based in United States. AeroLeads shows a work email signal at perigonwealth.com and a matched LinkedIn profile for Jacob Paraiso.
Jacob Paraiso previously worked as Financial Planning Associate at Perigon Wealth Management, Llc and Financial Planning Intern at Perigon Wealth Management, Llc. Jacob Paraiso holds Bachelor Of Business Administration - Bba, Business Administration And Management, General, Junior from University Of Florida.
Company email context
Email format at Perigon Wealth Management, LLC
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{first}.{last}@perigonwealth.com
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Profile bio
About Jacob Paraiso
Jacob Paraiso is a Financial Planning Associate at Perigon Wealth Management at Perigon Wealth Management, LLC.
Current workplace
Jacob Paraiso's current company
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Perigon Wealth Management, Llc
7 roles
Jacob Paraiso work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
Current
Feb 2024 - Present
Gator Wealth And Asset Management Analyst
- Weekly meetings to learn more about wealth management skills and tools such as Monte Carlo simulations, as well as engaging with industry professionals and alumni- Visited multiple wealth management firms on site trips to Miami and Orlando such as UBS, RaymondJames, J.P. Morgan, Charles Schwab, and others to learn more about wealth management- As a special topics analyst I worked with three other analysts in a financial planning case study where we assessed a person's current financial state along with their goals to develop a financial plan
Aug 2022 - May 2024
Intern
- Helped prepare meeting preps for clients by gathering investment policy statements and preparing documents.- Helped conduct market research for investment team by going through company 10K SEC filings and gathering data.- Sat in on investment management meetings with companies such as J.P. Morgan and Pomona Capital and took notes on their investment offerings.- Responsible for completing trade confirms and filing them as the final person to make sure they are executed properly.- Gained experience using AdvisorEngine CRM and shadowed advisors in client meetings.
May 2023 - Feb 2024
Sales Intern
- Used SalesForce to keep track of customer interactions - Gained experience in cold calling, prospecting, analytical skills, and customer service- Quoted and sold over 12 home insurance policies - Tasked with answering phones and answering client concerns by pulling up their policies via SalesForce
May 2022 - Aug 2022
Front Service Clerk
- I assisted customers in finding groceries, bagging, and helping customers with any concerns they have- Was responsible for both helping open and close the store by partaking in cleaning duties and organizing tasks
Jun 2021 - Aug 2021
Office Assistant
Central Florida Spine Institute
- Responsible for filing paperwork, taking patient histories, and answering the phones- Greeted patients when they came into the office and escorted them to observation rooms
Jan 2018 - May 2020
Team & coworkers
Colleagues at Perigon Wealth Management, LLC
Other employees you can reach at perigonwealth.com. View company contacts for 35 employees →
IP
Irene Pepitone
Colleague at Perigon Wealth Management, LlcWestport, Connecticut, United States
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GW
Glen Walden
Colleague at Perigon Wealth Management, LlcHouston, Texas, United States
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BS
Bud Sturmak, Cfp®
Colleague at Perigon Wealth Management, LlcRidgewood, New Jersey, United States
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CS
Christine Saunders
Colleague at Perigon Wealth Management, LlcCorona Del Mar, California, United States
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TP
Tinisha Pierce
Colleague at Perigon Wealth Management, LlcHouston, Texas, United States
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TB
Tyler Brooks
Colleague at Perigon Wealth Management, LlcSan Francisco, California, United States
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KG
Kolby Giddings
Colleague at Perigon Wealth Management, LlcSan Francisco, California, United States
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MS
Marc Specht, Aif, Aams, Se-Awma, Rfc
Colleague at Perigon Wealth Management, LlcNew York, United States
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T"
Thomas "Tom" Tolleson, Jr., Cfp®
Colleague at Perigon Wealth Management, LlcAtlanta, Georgia, United States
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SB
Susan Bain Bellak
Colleague at Perigon Wealth Management, LlcAmherst, Massachusetts, United States
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Irene Pepitone
Colleague at Perigon Wealth Management, LlcWestport, Connecticut, United States
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GW
Glen Walden
Colleague at Perigon Wealth Management, LlcHouston, Texas, United States
View →
BS
Bud Sturmak, Cfp®
Colleague at Perigon Wealth Management, LlcRidgewood, New Jersey, United States
View →
CS
Christine Saunders
Colleague at Perigon Wealth Management, LlcCorona Del Mar, California, United States
View →
TP
Tinisha Pierce
Colleague at Perigon Wealth Management, LlcHouston, Texas, United States
View →
TB
Tyler Brooks
Colleague at Perigon Wealth Management, LlcSan Francisco, California, United States
View →
KG
Kolby Giddings
Colleague at Perigon Wealth Management, LlcSan Francisco, California, United States
View →
MS
Marc Specht, Aif, Aams, Se-Awma, Rfc
Colleague at Perigon Wealth Management, LlcNew York, United States
View →
T"
Thomas "Tom" Tolleson, Jr., Cfp®
Colleague at Perigon Wealth Management, LlcAtlanta, Georgia, United States
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SB
Susan Bain Bellak
Colleague at Perigon Wealth Management, LlcAmherst, Massachusetts, United States
View →
2 education records
Jacob Paraiso education
Bachelor Of Business Administration - Bba, Business Administration And Management, General, Junior
Education record
FAQ
Frequently asked questions about Jacob Paraiso
Quick answers generated from the profile data available on this page.
What company does Jacob Paraiso work for?
Jacob Paraiso works for Perigon Wealth Management, LLC.
What is Jacob Paraiso's role at Perigon Wealth Management, LLC?
Jacob Paraiso is listed as Financial Planning Associate at Perigon Wealth Management at Perigon Wealth Management, LLC.
What is Jacob Paraiso's email address?
AeroLeads has found 1 work email signal at @perigonwealth.com for Jacob Paraiso at Perigon Wealth Management, LLC.
Where is Jacob Paraiso based?
Jacob Paraiso is based in United States while working with Perigon Wealth Management, LLC.
What companies has Jacob Paraiso worked for?
Jacob Paraiso has worked for Perigon Wealth Management, Llc, Gator Wealth And Asset Management, Koss Olinger, Farmers Insurance, and Publix Super Markets.
Who are Jacob Paraiso's colleagues at Perigon Wealth Management, LLC?
Jacob Paraiso's colleagues at Perigon Wealth Management, LLC include Irene Pepitone, Glen Walden, Bud Sturmak, Cfp®, Christine Saunders, and Tinisha Pierce.
How can I contact Jacob Paraiso?
You can use AeroLeads to view verified contact signals for Jacob Paraiso at Perigon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jacob Paraiso attend?
Jacob Paraiso holds Bachelor Of Business Administration - Bba, Business Administration And Management, General, Junior from University Of Florida.
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