AdvisorOS Directory
Claim Profile
JP

Jerry Thomas Peters

FILAMENT, LLC·SEATTLE, Washington
Unclaimed Profile
701 PIKE STREET, SEATTLE, WA 98101CRD# 2642087Firm CRD# 138419
01

About

Jerry Thomas Peters is a registered financial advisor based in SEATTLE, Washington, affiliated with FILAMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FILAMENT, LLC
FILAMENT, LLC
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FILAMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2642087
Firm CRD# 138419
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SEATTLE
Robert Joseph Breshock — PARAMETRIC PORTFOLIO ASSOCIATES LLCRobert Bruce Fagenson — NATIONAL ASSET MANAGEMENT, INC.William Lerner — NATIONAL ASSET MANAGEMENT, INC.David Charles Levine — NATIONAL ASSET MANAGEMENT, INC.Aaron William Singleton — PIONEER SQUARE INVESTMENT ADVISOR, LLC
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile