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Jeffrey Dean Lindsay

Peterson Wealth Advisors, LLC

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About Jeffrey Dean Lindsay

Jeffrey Dean Lindsay is a financial advisor at Peterson Wealth Advisors, LLC, in Orem, Utah. Jeffrey has been a registered investment advisor since 2013 and holds the Series 63, Series 65, and Series 7 licenses. Jeffrey is also a Certified Financial Planner. Peterson Wealth Advisors, LLC is a registered investment advisor with offices in Orem, Utah. The firm manages assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Jeffrey and Peterson Wealth Advisors provide investment management, financial planning, and portfolio management for businesses and individuals.

Firm Information

Jeffrey Lindsay is currently registered with Peterson Wealth Advisors, LLC. Peterson Wealth Advisors, LLC is an investment advisor located in OREM, UT. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. As of the most recent reporting period, the firm managed approximately $567,431,332 in assets for 1,588 clients. The firm has 10 investment advisor representatives and 1 licensed agent.
Peterson Wealth Advisors, LLC

360 WEST 920 NORTH

OREM, UT 84057

$567.43M

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Lindsay’s Registration & Firm History

UT

03/21/2013 - Present

Peterson Wealth Advisors, LLC (OREM UT)

UT

02/14/2007 - 04/15/2010

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

IA

Issued 06/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2008

Series 24 - General Securities Principal Examination

BC

Issued 02/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Dean Lindsay.
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