Jeffrey Scott Peller
Investment adviser representative at Savvy
26 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$5BFirm 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
- Seminars and workshops
Experience
26 years in the industry.
- Altera Private Access, LLCDec 2024 to now
- SavvyDec 2024 to now
- 4real Growth Partners, LLCOct 2020 to now
- Cherry Bekaert LLPNov 2021 to Aug 2022
- Cherry Bekaert Wealth Management LLCNov 2021 to Aug 2022
- Signaturefd, LLCJan 2000 to Aug 2020
Designations
- CFP® certification
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 4407861
- Firm CRD
- 318493