Jon Peterson
Jon Peterson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Petersburg, FL, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
360 Central Ave, Suite 829, St Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is the owner of Next Level Financial, where he works as a branch manager, principal, services clients, and manages portfolios. This takes about half of Jon's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ba Investment Services, INC.Broker
Gna Securities, INC.Broker
First Affiliated Securities, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Birr, Wilson Securities, INC.Broker
State Registrations24 states
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