Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Peterson is a financial advisor with over 30 years of experience in the industry. Jon is registered with Raymond James Financial Services Advisors, Inc., a firm with a strong reputation for providing financial advice and investment management services. Jon has a diverse background in financial services, having previously worked with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jon is committed to helping clients achieve their financial goals through a personalized approach.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/28/2017 - Present
Raymond James Financial Services Advisors, Inc. (St Petersburg FL)
WA
03/10/2000 - 04/11/2017
LPL FINANCIAL LLC (BAINBRIDGE ISLAND WA)
NY
10/14/1994 - 03/15/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
05/30/1992 - 02/01/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
04/04/1990 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
01/01/1990 - 04/04/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NY
11/10/1987 - 09/21/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/23/1986 - 11/19/1987
BIRR, WILSON SECURITIES, INC.
BC
Issued 09/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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