Back to top

Jess Peterson

I help people invest and manage portfolios for them.

First Allied Securities, Inc.

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
Peterson Wealth Management, LLC 1 year, 10 months Oct 2017 - Present
First Allied Advisory Services, Inc. 2 years Aug 2017 - Present
First Allied Securities, Inc. 9 years, 2 months Jun 2010 - Present
First Allied Securities 1 year Jun 2009 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jess Peterson

There are no insights for this advisor to display at this time.

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
      Jul 21, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 21, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on July 22, 2019
      • $100.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 750
        number of clients
      • $133.3K
        Estimated Average Account Balance Per Client

    First Allied Securities, Inc.

    Last updated on March 28, 2018
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
        Accounts
      • N/A
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Other