Jason Peterson
Jason Peterson is a registered investment advisor at Wells Fargo Advisors, based in Cottonwood Heights, UT, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6985 S Union Park Ctr, Ste 170, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason has ownership stakes in Genesys Wealth Management, LLC (33.3%), Equity Growth Partners LTD, LLC (100%), and Family Wealth Management, LLC (25%). He also serves as a trustee for Equity Growth Partners LTD I401K, dedicating minimal time to each of these activities, except for Genesys Wealth Management, which takes nearly full-time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations17 states
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