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Brian Jordan Petersen

Charles Schwab & CO., Inc.

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About Brian Jordan Petersen

Brian Petersen is a financial advisor with Charles Schwab & Co., Inc. Brian is registered with the state of Virginia as both a broker and an investment advisor representative. Brian has been working in the financial services industry since May 2016. Before joining Charles Schwab & Co., Inc., Brian worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is a graduate of Brigham Young University - Idaho. Brian has passed the Series 63, 66, 7, and SIE exams. Brian is a registered advisor in 25 states and the District of Columbia.

Firm Information

Brian Petersen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Brian Petersen’s Registration & Firm History

VA

05/23/2017 - Present

Charles Schwab & CO., Inc. (Tysons Corner VA)

MD

04/01/2016 - 08/30/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 05/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brian Jordan Petersen.
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