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Jerrod G Peterson

Cavanal Hill Investment Management, Inc.

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About Jerrod G Peterson

Jerrod G. Peterson is an Investment Advisor Representative with Cavanal Hill Investment Management, Inc. based in Tulsa, Oklahoma. Jerrod is registered with the state of Oklahoma and several other states, including Arkansas, Kansas, Missouri, New Mexico, and Texas. Jerrod is also a licensed Investment Advisor Representative in Arizona.

Firm Information

Jerrod Peterson is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Jerrod Peterson’s Registration & Firm History

OK

09/14/2022 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

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Licenses & Designations

IA

Issued 09/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerrod G Peterson.
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