Alexis Peterson
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesMay 2023 to now
- JPMorgan Chase Bank, N.A.Feb 2020 to May 2023
- JPMorgan Securities, LLC.Feb 2020 to May 2023
- The Vanguard Group, Inc.Jun 2018 to Feb 2020
- Bank of America, Merrill LynchJun 2017 to Aug 2017
- The George Washington UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (DE).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6811572
- Firm CRD
- 250