Jeffrey Peterson is a registered investment advisor, based in Vinton, IA, with 21 years of industry experience.
Location
215 North K Avenue, Vinton, IA, 52349
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an advisory representative of a Registered Investment Advisor (RIA) at CIRA, dedicating about 10-20% of his time. He is also the owner of Stoney Arch Financial LLC, working about a third of his time as an Investment Advisor Representative (IAR).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Intersecurities, INC.Broker
Edward JonesBroker
State Registrations20 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.