Jess
Peterson

Peterson Wealth Management, LLC

CRD#5188024
Investment Advisor
in Sparks, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jess Peterson is an advisor based in Sparks, Nevada. Currently a registered advisor with Peterson Wealth Management, LLC, they have gathered 10 years of work experience as a financial advisor. Peterson maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Peterson is able to advise investors in Nevada. Over the course of their career, Peterson has held roles at M.S. Howells & Co, First Allied Securities, Inc, Peterson Wealth Management, LLC and First Allied Advisory Services, Inc. Peterson Wealth Management, LLC is based out of Sparks, Nevada. Overall, Peterson Wealth Management, LLC oversees $133 million in assets dispersed across 726 accounts and retains three staff members. The firm's total assets under management makes it one of the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Peterson Wealth Management, LLC can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

2215 Green Vista Drive Suite 303
Sparks, NV 89431

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Peterson Wealth Management, LLC Brokerage Details

Total Assets Under Management

$132,675,897

NV Average: $664,206,839
Total Number of Employees

3

NV Average: 10
Total Number of Accounts

726

NV Average: 1,698
Average Account Size

$182,749

NV Average: $391,170

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jess Peterson Work History

Jess has 10 years of experience.

2020 - Present (1 year)

M.S. Howells & Co

2017 - Present (4 years)

Peterson Wealth Management, LLC

2017 - 2019 (2 years)

First Allied Advisory Services, Inc

2010 - 2019 (9 years)

First Allied Securities, Inc

Disclosures

Jess Peterson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Peterson Wealth Management, LLC

Jess Peterson
Sparks, NV
Andrew Peterson
Sparks, NV
Donald Peterson
Sparks, NV

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started