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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Peterson is a financial advisor with SVB Wealth. Justin has been in the financial services industry since 2019 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Justin holds a Series 7, Series 66, and SIE licenses, and is registered to provide investment advisory services in Utah.
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.
Planned giving, family office, wealth planning
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.
A percentage of the total value of assets under management is charged.
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2
UT
09/29/2022 - Present
SVB Wealth (Kaysville UT)
CA
09/28/2022 - 12/31/2023
SVB INVESTMENT SERVICES INC. (SAN FRANCISCO CA)
UT
05/04/2022 - 07/12/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Salt Lake City UT)
UT
06/30/2021 - 04/08/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
KY
02/15/2019 - 05/24/2021
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
10/30/2018 - 02/25/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BOTH
Issued 03/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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