Peter C Jarrett
Investment adviser representative at Rothschild Investment
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm 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 assetsHourlyFixed or flat feePerformance-based
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
13 years in the industry.
- Rothschild Investment LLCOct 2018 to now
- Cmt Capital Markets TradingSep 2017 to Oct 2018
- Leo BurnettApr 2017 to Aug 2017
- Young LifeJun 2013 to Mar 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rothschild Investment
Legal name: Rothschild Investment LLC
$2.8BAssets managed
1,246Clients
14Advisers
55 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
- 7037479
- Firm CRD
- 728