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CFP
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CFP

Jason Peters

Commonwealth Financial Network
25 Years of Experience
Medford, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Peters is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Medford, OR, with 25 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3560 Excel Drive, Suite 103, Medford, OR, 97504

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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.
Criminal
May 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
February 2015 - Present · 11 yrs 8 mos
Commonwealth Financial Network
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
March 2005 - February 2015 · 9 yrs 11 mos
LPL Financial LLC
March 2005 - February 2015 · 9 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2002 - February 2005 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - February 2005 · 2 yrs 6 mos
Banc of America Investment Services, INC.Broker
September 2000 - March 2002 · 1 yr 6 mos
State Registrations12 states
AZCACOIDMDMONVORPAUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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