Jared Lee Stines
Investment adviser representative at Peterson Financial Group, Inc.
11 yearsExperience
1 stateRegistered in
$299.2MFirm assets
5 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 assetsFixed 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
11 years in the industry.
- Peterson Financial Group, Inc.Jan 2019 to now
- Cetera Investment Advisers LLCNov 2016 to Dec 2018
- Cetera Investment Services LLCNov 2016 to Dec 2018
- Regions BankNov 2016 to Dec 2018
- Directed Services, LLCMay 2015 to Nov 2016
- Voya FinancialMay 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IA).
Peterson Financial Group, Inc.
$299.2MAssets managed
522Clients
3Advisers
5 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
- 5896834
- Firm CRD
- 169519