Unclaimed Profile

Jessica Kay Sand Peterson

QUESTAR ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record7 years registeredQUESTAR ASSET MANAGEMENT, INC.

5701 GOLDEN HILLS DRIVE, MINNEAPOLIS, MN 55416CRD# 4274882Firm CRD# 133358

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Kay Sand Peterson · MINNEAPOLIS, MN

Registration

CRD #4274882 · QUESTAR ASSET MANAGEMENT, INC. · 7 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Aug 2023 – present

CRI SECURITIES, LLC

Oct 2020 – Nov 2021

ST PAUL, MN

SECURIAN FINANCIAL SERVICES, INC.

Oct 2020 – Aug 2023

ST PAUL, MN

QUESTAR ASSET MANAGEMENT, INC.

Feb 2019 – Jul 2019

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · February 11, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUESTAR ASSET MANAGEMENT, INC.

CRD 133358 · SEC 801-63747

AUM

$1.1B

Regulatory assets under management

Employees

431

6,432 client accounts

Services offered by QUESTAR ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUESTAR ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Kay Sand Peterson offer?

Jessica Kay Sand Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Jessica Kay Sand Peterson's credentials?

Jessica Kay Sand Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Kay Sand Peterson located?

Jessica Kay Sand Peterson is based in MINNEAPOLIS, Minnesota, working with QUESTAR ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Jessica Kay Sand Peterson charge for services?

Jessica Kay Sand 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 QUESTAR ASSET MANAGEMENT, INC.?

QUESTAR ASSET MANAGEMENT, INC. has approximately 431 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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