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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Peters is a financial advisor currently registered with Stifel Independent Advisors, LLC, a firm with its main office in St. Louis, Missouri. Jason has been in the financial services industry since 2001 and has worked for various financial institutions, including Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Jason is registered with the state of Pennsylvania as an Investment Advisor Representative and is also licensed as a registered representative. Jason also holds the Series 66, Series 7, and SIE licenses. Jason is a member of FINRA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/10/2006 - Present
Stifel Independent Advisors, LLC (BENSALEM PA)
PA
02/21/2006 - 08/15/2006
CITIGROUP GLOBAL MARKETS INC. (BLUE BELL PA)
MD
09/21/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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