Jason Peters
Jason Peters is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Medford, OR, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
3560 Excel Drive, Suite 103, Medford, OR, 97504
Get directionsHistory
Regulatory History (1)
Criminal
May 1989Other Business ActivitiesSells Insurance
Jason owns rental property and is a co-owner of Siskiyou Wealth Management LLC. He also owns Jason J. Peters, LLC, dedicating about a quarter of his time to this entity, and sells fixed insurance, dedicating minimal time to it.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations8 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.