Peter S Jacobs
Investment adviser representative at Tschetter Group
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Tschetter GroupAug 2022 to now
- Stifel Nicolaus & Co.May 2017 to Aug 2022
- Jacobs Broel Asset Management, LLCJan 2011 to May 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
Tschetter Group
Legal name: Ddd Partners, LLC
$2.4BAssets managed
517Clients
15Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2508405
- Firm CRD
- 301548