Jon Richard Peterson
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- CorientAug 2024 to now
- Corient Services LLCAug 2024 to now
- Rkl Wealth Management LLCSep 2021 to Jul 2024
- Spooky Nook SportsJul 2019 to Nov 2023
- Fulton Financial CorporationJun 2019 to Sep 2021
- Fulton Financial CorporationJun 2018 to Aug 2018
- Clair BrothersJun 2017 to Aug 2017
- Longwood UniversityJun 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 7461630
- Firm CRD
- 319448