Peter Kelson
Peter Kelson is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6985 Union Park Ave, Suite 500, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
Morgan StanleyBroker
Zions Direct, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dean Witter Online INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations12 states
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