Jeffrey Peterson
Jeffrey Peterson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Francisco, CA, with 41 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
555 Mission St Fl 16, San Francisco, CA, 94105
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Jeffrey may earn commissions from insurance companies for sales of various insurance products. He also owns 30% of Mahogany Bay LP, a limited partnership holding life insurance, real estate, and company stock, and is a treasurer/committee member for Tahoe Maritime Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
MML Investors Services, INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.