Jack Barry Petersen

Summit Trail Advisors, LLC

32 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Estate PlanningTax PlanningInsurance Planning

Summit Trail Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

1,139 clients

Average Client Portfolio

$20.8M average

Assets Under Management

$23.6B

Fee Structure

Location

2 Grand Central Tower, 145 E 45th Street, 34th floor, New York, NY, 10017

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2002

Settled

View Full SEC Report How to Read Disclosures

Other 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

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

Summit Trail Securities, LLCBroker

July 2017 - November 2025 · 8 yrs 4 mos

Purshe Kaplan Sterling InvestmentsBroker

July 2015 - August 2016 · 1 yr 1 mo

Barclays Capital INC.

January 2009 - August 2015 · 6 yrs 7 mos

Barclays Capital INC.Broker

September 2008 - August 2015 · 6 yrs 11 mos

Lehman Brothers INC.

September 2003 - October 2008 · 5 yrs 1 mo

Lehman Brothers INC.Broker

September 2003 - September 2008 · 5 yrs

Morgan Stanley & CO., Incorporated

May 2002 - September 2003 · 1 yr 4 mos

Montgomery SecuritiesBroker

April 1997 - April 1997 · 0 mos

Morgan Stanley & CO., IncorporatedBroker

October 1993 - September 2003 · 9 yrs 11 mos

State Registrations2 states

CANY

Advisor

Exams

No exam information available for this advisor.