Jeffrey S. Petersen
Investment adviser representative at Wescap Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wescap GroupMar 2017 to now
- City of San JoseMar 2016 to Feb 2017
- San Jose UniversitySep 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wescap Group
Legal name: Wescap Management Group, Inc.
$1.1BAssets managed
331Clients
6Advisers
38 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
- 7328591
- Firm CRD
- 104759