Jon
Peterson
Rkl Private Wealth
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About this Advisor
Jon Peterson is a financial advisor working in Lancaster, Pennsylvania with 2 years of industry experience. Peterson is an advisor for Rkl Private Wealth. The advisor has gained experience at Rkl Wealth Management LLC, Fulton Financial Corporation, Clair Brothers, Walz Group, Spooky Nook Sports and Longwood University. Peterson has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Pennsylvania. Rkl Private Wealth is an advisory company based in Lancaster, PA. The company has offices in six locations and a total of 33 employees. It handles $1 billion in assets under management across its 1,074 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 1,074 client accounts, 32% are associated with high-net-worth individuals who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of services. Fees charged by Rkl Private Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jon Peterson Work History
Jon has been registered as a financial advisor for 2 years.*
Rkl Wealth Management LLC
Spooky Nook Sports
Fulton Financial Corporation
Fulton Financial Corporation
Fulton Financial Corporation
Clair Brothers
Longwood University
Walz Group
*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 Jon Peterson 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 Rkl Private Wealth
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Reading, PA
Lancaster, PA
Lancaster, PA
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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