Jess David Peterson
Investment adviser representative at Peterson Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$251.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- M.S. Howells & CoJan 2020 to now
- Peterson Wealth Management, LLCOct 2017 to now
- First Allied Advisory Services, Inc.Aug 2017 to Dec 2019
- First Allied Securities, Inc.Jun 2010 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NV).
Peterson Wealth Management, LLC
$251.1MAssets managed
1,144Clients
3Advisers
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
- 5188024
- Firm CRD
- 285415