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Peter S Jacobs

Tschetter Group

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About Peter S Jacobs

Peter Jacobs is a financial advisor at Tschetter Group in Bellevue, Washington. Peter has over 20 years of experience in the financial services industry. Peter is a Certified Financial Planner and Chartered Financial Analyst. Peter specializes in providing financial planning, investment management, and retirement planning services. Peter also serves as a partner in JHH Partners, LLC, a private investment firm. Peter is registered with the state of Washington and holds the following licenses: Series 7, Series 16, Series 24, Series 63, and Series 87.

Firm Information

Peter Jacobs is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Peter Jacobs’s Registration & Firm History

WA

08/18/2022 - Present

Tschetter Group (BELLEVUE WA)

WA

09/12/2017 - 08/22/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BELLEVUE WA)

WA

01/03/2011 - 01/24/2011

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

06/29/1998 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

BC

Issued 10/11/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/18/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/15/2002

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter S Jacobs.
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