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Jess David Peterson

PETERSON WEALTH MANAGEMENT, LLC·SPARKS, Nevada
SIE, Series 7, Series 63, Series 66Clean record9 years registeredPETERSON WEALTH MANAGEMENT, LLC
2255 GREEN VISTA DRIVE, SPARKS, NV 89431CRD# 5188024Firm CRD# 285415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jess David Peterson · SPARKS, NV
Registration
CRD #5188024 · PETERSON WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

PETERSON WEALTH MANAGEMENT, LLC
May 2019 – present
FIRST ALLIED ADVISORY SERVICES, INC.
Aug 2017 – Dec 2019
SPARKS, NV
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · August 3, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETERSON WEALTH MANAGEMENT, LLC
CRD 285415 · SEC 801-117241
AUM
$185M
Regulatory assets under management
Employees
7
951 client accounts
Services offered by PETERSON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETERSON WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jess David Peterson offer?
Jess David Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARKS, Nevada for a consultation.
What are Jess David Peterson's credentials?
Jess David Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jess David Peterson located?
Jess David Peterson is based in SPARKS, Nevada, working with PETERSON WEALTH MANAGEMENT, LLC. Their office serves clients in the SPARKS metropolitan area and surrounding communities.
How does Jess David Peterson charge for services?
Jess David Peterson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSON WEALTH MANAGEMENT, LLC?
PETERSON WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETERSON WEALTH MANAGEMENT, LLC

Donald Scott Peterson
SPARKS, NV
Andrew George Peterson
SPARKS, NV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (95)RENO (67)HENDERSON (22)INCLINE VILLAGE (5)CARSON CITY (4)PAHRUMP (2)GLENBROOK (2)ELKO (2)MINDEN (2)ZEPHYR COVE (1)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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