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John David Peterson

CWM FINANCIAL GROUP, INC.·GAITHERSBURG, Maryland
Series 7, Series 31, Series 63, Series 65Clean record27 years registeredCWM FINANCIAL GROUP, INC.
953 RUSSELL AVENUE, GAITHERSBURG, MD 20879-3284CRD# 2282223Firm CRD# 117255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John David Peterson · GAITHERSBURG, MD
Registration
CRD #2282223 · CWM FINANCIAL GROUP, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

CWM FINANCIAL GROUP, INC.
Aug 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · August 19, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CWM FINANCIAL GROUP, INC.
CRD 117255 · SEC 801-65119
AUM
$37M
Regulatory assets under management
Employees
1
123 client accounts
Services offered by CWM FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CWM FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does John David Peterson offer?
John David Peterson specializes in Financial Planning, Investment Management. Contact their office in GAITHERSBURG, Maryland for a consultation.
What are John David Peterson's credentials?
John David Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Peterson located?
John David Peterson is based in GAITHERSBURG, Maryland, working with CWM FINANCIAL GROUP, INC.. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does John David Peterson charge for services?
John David Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWM FINANCIAL GROUP, INC.?
CWM FINANCIAL GROUP, INC. has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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