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Jordan Bradford Peterson

Capital Advisors, Inc.

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About Jordan Bradford Peterson

Jordan Bradford Peterson is a financial advisor with Capital Advisors, Inc. based in Tulsa, Oklahoma. Jordan has been in the industry since 2015 and has held registrations in Nevada, Oklahoma and Texas. Jordan has experience working with a range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment companies. Jordan offers a variety of financial planning and portfolio management services to their clients.

Firm Information

Jordan Peterson is currently registered with Capital Advisors, Inc.. Capital Advisors, Inc. is an investment advisor based in Tulsa, Oklahoma. The firm provides financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses, investment companies, charitable organizations, and pension and profit sharing plans. The firm has over $5.5 billion in regulatory assets under management.
Capital Advisors, Inc.

2222 SOUTH UTICA PLACE

TULSA, OK 74114

$5.50B

Assets Under Management

Not reported

Total Clients

35

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.

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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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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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Jordan Peterson’s Registration & Firm History

NV

08/04/2022 - Present

Capital Advisors, Inc. (HENDERSON NV)

NV

09/16/2015 - 02/01/2018

EDWARD JONES (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 10/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Bradford Peterson.
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