J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
20yrs
Dev Gupta
Financial advisor at Perigon Wealth Management
Based in San Francisco, California, Dev Gupta is a fiduciary financial advisor with 20 years of industry experience. Dev has been with Perigon Wealth Management since 2020; before that, Dev spent nine years at Merrill and a year at Morgan Stanley. Dev holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors in San Francisco
Office201 Mission Street Suite 1825, San Francisco, CA 94105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.71 million
Advisors at the firm94
States licensed ?1 state
Services through Perigon Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowPerigon Wealth Management, LLCCurrent firm
- 2010 – 2020MerrillPreviously
- Jun 2009 – Oct 2010Morgan StanleyPreviously
- 2007 – 2009Citigroup Global Markets Inc.Previously
Contact Dev
(877) 977-2555Perigon Wealth Management main office 201 Mission Street Suite 1825San Francisco, CA 94105Office · Get directions Facebook pagePerigon Wealth Management
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Questions to ask Dev
Tailored to Dev’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dev
How do I contact Dev?
Call Perigon Wealth Management at (877) 977-2555 and ask for Dev Gupta. Dev works from the San Francisco, CA office.
How long has Dev been a financial advisor?
Dev has been in the industry since 2006, about 20 years. More experience than 62% of advisors in San Francisco.
What licenses does Dev hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dev a fiduciary?
Dev is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dev paid?
Perigon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dev for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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