Jason Peters
Jason Peters is a registered investment advisor at Stifel Independent Advisors, LLC, based in Bensalem, PA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
2944 Samuel Drive, Bensalem, PA, 19020
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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 Activities
Jason is the President of KGM Gaming, LLC, a company involved in the manufacturing and distribution of casino equipment. He dedicates about 10-20% of his time to this role, including time during securities trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations5 states
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