Jeffrey
Petersen

Wescap Group

CRD#7328591
Investment Advisor
in Glendale, CA

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About this Advisor

Jeffrey Petersen is a certified financial planner working out of Glendale, California with 2 years of relevant experience. Petersen works at Wescap Group. During their career, the advisor has held roles at Wescap Group, City Of San Jose, San Jose University and Cabrillo College. Petersen is approved to work in California. Wescap Group is a financial advisory firm operating out of Glendale, CA. It handles $850 million in assets across its 1,248 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 1,248 client accounts, 60% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees largely depend on the type of services. However, fee types charged by Wescap Group most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

330 N. Brand Blvd Suite 850
Glendale, CA 91203

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Wescap Group Brokerage Details

Total Assets Under Management

$849,700,000

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

1,248

CA Average: 3,727
Average Account Size

$680,849

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Jeffrey Petersen Work History

Jeffrey has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Wescap Group

2017 - 2017 (< 1 year)

City Of San Jose

2016 - 2017 (1 year)

City Of San Jose

2015 - 2017 (2 years)

San Jose University

2012 - 2015 (3 years)

Cabrillo College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Petersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wescap Group

Jeffrey Petersen
Glendale, CA
Ara Gasparian
Glendale, CA
Andrew Edstrom
Glendale, CA
Mark Gleason
Glendale, CA
Eric Weinlein
Glendale, CA
Joel Edstrom
Glendale, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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