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Michael Jason Peters

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania
Clean record9 years registeredMCQUEEN, BALL & ASSOCIATES INC.
60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 6613739Firm CRD# 104663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Jason Peters · BETHLEHEM, PA
Registration
CRD #6613739 · MCQUEEN, BALL & ASSOCIATES INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Apr 2019 – present
MCQUEEN, BALL & ASSOCIATES INC.
Feb 2017 – Sep 2019
BETHLEHEM, PA
02

Registrations & Exams

Registration record
First registered · February 11, 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
MCQUEEN, BALL & ASSOCIATES INC.
CRD 104663 · SEC 801-21989
AUM
$1.2B
Regulatory assets under management
Employees
15
1,081 client accounts
Services offered by MCQUEEN, BALL & ASSOCIATES INC.
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 MCQUEEN, BALL & ASSOCIATES INC. →
Introduction

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05

Frequently Asked Questions

What services does Michael Jason Peters offer?
Michael Jason Peters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Michael Jason Peters's credentials?
Michael Jason Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jason Peters located?
Michael Jason Peters is based in BETHLEHEM, Pennsylvania, working with MCQUEEN, BALL & ASSOCIATES INC.. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Michael Jason Peters charge for services?
Michael Jason Peters's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCQUEEN, BALL & ASSOCIATES INC.?
MCQUEEN, BALL & ASSOCIATES INC. has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCQUEEN, BALL & ASSOCIATES INC.

Jerry Blaine Mcqueen
BETHLEHEM, PA
Todd Robert Fungard
BETHLEHEM, PA
William John Schultz
BETHLEHEM, PA

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