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Jess David Peterson

PETERSON WEALTH MANAGEMENT, LLC·SPARKS, Nevada
Clean recordPETERSON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jess David Peterson is a registered financial advisor based in SPARKS, Nevada, affiliated with PETERSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
PETERSON WEALTH MANAGEMENT, LLC
PETERSON WEALTH MANAGEMENT, LLC
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PETERSON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5188024
Firm CRD# 285415
View on FINRA BrokerCheck →

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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
Tiffany Lea Peterson
SPARKS, NV
Andrew George Peterson
SPARKS, NV
Cindy Peterson
SPARKS, NV

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)INCLINE VILLAGE (26)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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