Unclaimed Profile

Jerry Thomas Peters

FILAMENT, LLC·SEATTLE, Washington

Series 3, Series 7, Series 24, Series 31, Series 63, Series 66CFAClean record22 years registeredFILAMENT, LLC

701 PIKE STREET, SEATTLE, WA 98101CRD# 2642087Firm CRD# 138419

Profile Verification

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

Identity

Jerry Thomas Peters · SEATTLE, WA

Registration

CRD #2642087 · FILAMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SMITHBROOK, LLC

Aug 2021 – present

LAIRD NORTON WEALTH MANAGEMENT

Dec 2020 – Jun 2021

SEATTLE, WA

FILAMENT, LLC

Jan 2016 – Dec 2020

SEATTLE, WA

FILAMENT, LLC

Sep 2012 – Dec 2015

SEATTLE, WA

BLACKROCK FINANCIAL MANAGEMENT, INC

Oct 2007 – May 2011

NEW YORK, NY

QUELLOS PRIVATE CAPITAL MARKETS, L.P.

Jul 2005 – Oct 2007

SEATTLE, WA

QUELLOS CAPITAL MANAGEMENT LP

Apr 2004 – Oct 2007

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · April 21, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FILAMENT, LLC

CRD 138419 · SEC 801-65126

AUM

$2.0B

Regulatory assets under management

Employees

527 client accounts

Services offered by FILAMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FILAMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jerry Thomas Peters offer?

Jerry Thomas Peters specializes in Financial Planning, Investment Management. Contact their office in SEATTLE, Washington for a consultation.

What are Jerry Thomas Peters's credentials?

Jerry Thomas Peters holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jerry Thomas Peters located?

Jerry Thomas Peters is based in SEATTLE, Washington, working with FILAMENT, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Jerry Thomas Peters charge for services?

Jerry Thomas Peters'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 FILAMENT, LLC?

FILAMENT, LLC has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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