Jeffrey Peterson
Jeffrey Peterson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4545 N 12th Street, Phoenix, AZ, 85014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent, tax preparer, and advisor through FPU Inc, selling life, disability, and annuity insurance, and providing tax preparation and estate planning services, dedicating a few hours per week. He also co-owns rental office property and owns Financial Planning Unlimited, Inc., spending nearly full-time hours on financial services, tax planning, and preparation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations24 states
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