Bethany Alyssa Aylor
Investment adviser representative at Peak Asset Management, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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
- Pension consulting
Experience
5 years in the industry.
- Peak Asset Management, LLCNov 2020 to now
- Reputation ResolutionsMar 2020 to Nov 2020
- JP Morgan Chase Bank NAJun 2019 to Mar 2020
- JP Morgan Securities LLCJun 2019 to Mar 2020
- Charles Schwab & Co., Inc.Mar 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Peak Asset Management, LLC
$1BAssets managed
342Clients
13Advisers
30 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
- 6353182
- Firm CRD
- 106944