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Kevin Ross Petterson

AQR Investments, LLC

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About Kevin Ross Petterson

Kevin Ross Petterson is a financial advisor with over 10 years of experience in the financial services industry. Kevin is currently registered with AQR Investments, LLC and has a strong track record of providing personalized financial advice to clients. Kevin has experience working with clients on a variety of financial needs, including retirement planning, investment management, and insurance.

Firm Information

Kevin Petterson is currently registered with AQR Investments, LLC. AQR Investments, LLC is a Limited Liability Company formed in March 2017. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

54

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.

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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Kevin Petterson’s Registration & Firm History

CT

05/02/2024 - Present

AQR Investments, LLC (GREENWICH CT)

CO

04/14/2021 - 03/05/2024

ARES WEALTH MANAGEMENT SOLUTIONS, LLC (DENVER CO)

CO

08/27/2013 - 01/12/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 10/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Ross Petterson.
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