Jeffrey Alan Sevy
Investment adviser representative at Peterson Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$829.7MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Peterson Wealth Advisors, LLCMay 2024 to now
- Cv ElectricSep 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Peterson Wealth Advisors, LLC
$829.7MAssets managed
667Clients
14Advisers
18 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
- 7982736
- Firm CRD
- 146349