Peter Lindsey Jespersen
Investment adviser representative at Colony Family Offices, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$3.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Colony Family Offices, LLCOct 2015 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Colony Family Offices, LLC
$3.4BAssets managed
656Clients
7Advisers
13 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
- 5613456
- Firm CRD
- 167017