Peterson Wealth Management, LLC

Investment Advisor
in Sparks, NV

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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



Office Location

2215 Green Vista Drive Suite 303
Sparks, NV 89431

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Peterson Wealth Management, LLC Brokerage Details

Total Assets Under Management


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


NV Average: 10
Total Number of Accounts


NV Average: 1,698
Average Account Size


NV Average: $391,170

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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


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.

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