Kirstin Peterson
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Edward JonesSep 2024 to now
- Jb's Taphouse and GrillFeb 2021 to Apr 2022
- Bowlby Brews LLCNov 2020 to Aug 2022
- Mt. Hood MeadowsNov 2019 to May 2020
- Deschutes River AdventuresJun 2019 to Aug 2020
- Elevance Health Inc.Jul 2018 to Sep 2024
- Riverview Community BankSep 2016 to Jul 2018
- Washington State University- StudentAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7970728
- Firm CRD
- 250