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John Matthew Peterson

Coppell Advisory Solutions LLC

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About John Matthew Peterson

John Matthew Peterson is an investment advisor representative associated with Coppell Advisory Solutions LLC. John Peterson is registered with the state of California. John Peterson has been in the industry since October 2008 and has been with Coppell Advisory Solutions LLC since October 2020. John Peterson is registered with the state of California. He has a Series 65 license, obtained in August 2014. John Peterson is licensed to provide financial planning, portfolio management for businesses, and portfolio management for individuals. John Peterson's specialties include working with high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. John Peterson is also involved in other business activities, including life, health, fixed, and fixed indexed annuity sales.

Firm Information

John Peterson is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

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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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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fixed fees

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

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percentage of assets

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

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John Peterson’s Registration & Firm History

CA

10/19/2020 - Present

Coppell Advisory Solutions LLC (Stockton CA)

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Licenses & Designations

IA

Issued 08/04/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Matthew Peterson.
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