Unclaimed Profile

John A. Peterson

PETERSON INVESTMENT MANAGEMENT INC·SPOKANE, Washington

Clean record36 years registeredPETERSON INVESTMENT MANAGEMENT INC

421 W RIVERSIDE AVE, STE 315, SPOKANE, WA 99201-0402CRD# 4332697Firm CRD# 105634

Profile Verification

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

Identity

John A. Peterson · SPOKANE, WA

Registration

CRD #4332697 · PETERSON INVESTMENT MANAGEMENT INC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETERSON INVESTMENT MANAGEMENT INC

PETERSON INVESTMENT MANAGEMENT INC

Oct 1989 – Nov 2020

SPOKANE, WA

Registrations & Exams

Registration record

First registered · October 11, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERSON INVESTMENT MANAGEMENT INC

CRD 105634 · SEC 801-15225

AUM

$53M

Regulatory assets under management

Employees

81 client accounts

Services offered by PETERSON INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PETERSON INVESTMENT MANAGEMENT INC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SPOKANE?

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

Browse SPOKANE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John A. Peterson offer?

John A. Peterson specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are John A. Peterson's credentials?

John A. Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John A. Peterson located?

John A. Peterson is based in SPOKANE, Washington, last registered with PETERSON INVESTMENT MANAGEMENT INC.

How does John A. Peterson charge for services?

John A. Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETERSON INVESTMENT MANAGEMENT INC?

PETERSON INVESTMENT MANAGEMENT INC has approximately 1 employees and manages $53M 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 →