Jeffrey Scott Petersen
Investment adviser representative at Willow Grove Advisors, LLC
16 yearsExperience
2 statesRegistered in
$369.8MFirm 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.
- Willow Grove Advisors, LLCJan 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Willow Grove Advisors, LLC
$369.8MAssets managed
194Clients
6Advisers
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
- 5569357
- Firm CRD
- 151993