Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Barry Petersen is a registered investment advisor representative with Summit Trail Advisors, LLC. Jack has over 29 years of experience in the financial services industry. Jack is also a registered representative with Summit Trail Securities, LLC. Jack holds Series 3, 7, 10, 63, 65, and SIE licenses. Jack specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Jack has experience with various financial planning needs, including retirement planning, college savings, and estate planning. Jack has a passion for helping clients achieve their financial goals and is committed to providing personalized service and attention to detail.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
07/29/2021 - Present
Summit Trail Advisors, LLC (New York NY)
NY
07/24/2015 - 08/18/2016
PURSHE KAPLAN STERLING INVESTMENTS (New York NY)
NY
09/22/2008 - 08/08/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/19/2003 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/12/1993 - 09/24/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
CA
04/03/1997 - 04/15/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 11/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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