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Jess Peterson

I help people invest and manage portfolios for them.

No Current Employment Listed

Sparks

NV

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
M.S. Howells & Co 2 months, 4 weeks Jan 2020 - Present
Peterson Wealth Management, LLC 2 years, 6 months Oct 2017 - Present
First Allied Advisory Services, Inc. 2 years, 8 months Aug 2017 - Present
First Allied Advisory Services, Inc. 2 years, 4 months Aug 2017 - Dec 2019
First Allied Securities, Inc. 9 years, 10 months Jun 2010 - Present
First Allied Securities, Inc. 9 years, 6 months Jun 2010 - Dec 2019
First Allied Securities 1 year Jun 2009 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jess Peterson

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Answers

Ask a financial questionAsk a question
We owe over $10,000 on our taxes?
Contact an enrolled agent with the IRS. If you've pulled money out of a 401(k) before 59 1/2 unless an exemption applies in your case, that's income. Your going to have to talk to someone (enrolled agent) about alleviating that debt or working out a debt payment plan with the IRS. ...  (more)
Answered Feb 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jan 22, 2020
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 3, 2020
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on March 26, 2020
      • $100.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 750
        number of clients
      • $133.3K
        Estimated Average Account Balance Per Client

    Fees

    There is no compensation data available to display at this time