Grant Matthew Petersen
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Grant Matthew Petersen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, Inc.Jun 2022 to now
- Pennfield SchoolsOct 2022 to Oct 2024
- Western Michigan UniversityAug 2021 to May 2022
- Raymond JamesJun 2021 to Aug 2021
- Western Michigan UniversitySep 2020 to May 2021
- Kellogg's PlantMay 2020 to Oct 2020
- Western Michigan UniversitySep 2019 to May 2020
- Kellogg's PlantMay 2019 to Sep 2019
- Western Michigan UniversitySep 2018 to May 2019
- Kellogg's PlantMay 2018 to Sep 2018
- Pennfield High SchoolSep 2017 to May 2018
- Hilliard LyonsMay 2017 to Sep 2017
- Pennfield High SchoolJul 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
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
- 6820093
- Firm CRD
- 705