Jack Petersen
Jack Petersen is a registered investment advisor at Summit Trail Advisors, LLC, based in New York, NY, with 32 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2 Grand Central Tower, 145 E 45th Street, 34th floor, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Other Business Activities
Jack is a partner at Summit Trail Advisors LLC, a registered investment advisor, dedicating full-time hours to this role. He is also a registered representative at Summit Trail Securities LLC, a broker-dealer, spending a few hours per week on this activity.
Employment History
Current Registrations
Summit Trail Advisors, LLC
Previous Registrations
Summit Trail Securities, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Morgan Stanley & CO., Incorporated
Montgomery SecuritiesBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations2 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.
Exams
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