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John David Peterson

CWM FINANCIAL GROUP, INC.·GAITHERSBURG, Maryland
Clean recordCWM 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John David Peterson is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with CWM FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CWM FINANCIAL GROUP, INC.
CWM FINANCIAL GROUP, INC.
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CWM FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2282223
Firm CRD# 117255
View on FINRA BrokerCheck →

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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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Research
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