Matthew Jared Peterson
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 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
16 years in the industry.
- LPL Financial LLCAug 2023 to now
- UnemployedMay 2023 to Aug 2023
- The Church of Jesus Christ of Latter-day SaintsMar 2023 to May 2023
- UnemployedSep 2022 to Mar 2023
- Idaho Trust BankMar 2021 to Aug 2022
- Clearwater Advisors, LLCFeb 2017 to Feb 2021
- Fidelity InvestmentsApr 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (ID).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5642531
- Firm CRD
- 6413