Jacob
Peterson
Transamerica Financial Advisors, Inc
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About this Advisor
Jacob Peterson is a financial advisor based in Logan, Utah, working with Transamerica Financial Advisors, Inc. Jacob has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, The Crepery St George Utah LLC, Crepery Of Provo LLC, Beaver Mountain Ski Area, The Crepery, Green Canyon Farms, Beaver Mountain Ski Area Inc, and The Crepery Syracuse LLC. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Jacob is part of Transamerica Financial Advisors, Inc, which operates out of Logan, Utah. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacob Peterson Work History
The Crepery Syracuse LLC
Beaver Mountain Ski Area Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
The Crepery St George Utah LLC
Beaver Mountain Ski Area
Green Canyon Farms
Crepery Of Provo LLC
The Crepery
Disclosures
Please visit the SEC profile of Jacob 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 Transamerica Financial Advisors, Inc
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San Antonio, TX
Villa Park, IL
Englewood, CO
Port Jefferson Station, NY
Portland, OR
Falls Church, VA
Ontario, CA
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