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Justin Randall Peterson

BBR Partners, LLC

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About Justin Randall Peterson

Justin Randall Peterson is an investment advisor representative at BBR Partners, LLC. Justin has been in the financial services industry since 2004. Justin is registered with the state of Texas. Justin holds Series 63, Series 65, and Series 7 licenses. Justin specializes in providing financial planning and portfolio management services to high-net-worth individuals, investment companies, and pooled investment vehicles. Justin also works with charitable organizations, corporations, and individuals.

Firm Information

Justin Peterson is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

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 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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Justin Peterson’s Registration & Firm History

NY

09/05/2020 - Present

BBR Partners, LLC (NEW YORK NY)

NY

11/18/2004 - 10/19/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

IL

08/11/2004 - 12/03/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Randall Peterson.
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