Jared Stines
Jared Stines is a registered investment advisor at Peterson Financial Group, INC., based in Des Moines, IA, with 15 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 522 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are charged as a percentage of assets under management, not exceeding 1.40% annually, and are deducted monthly in arrears.
Fee Estimator
Location
220 SW 9th St., Suite 230, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business Activities
Jared is a co-owner of Lee Mountain Co., LLC, a short-term property rental business, since 2021. He acts as a property caretaker, dedicating minimal time to the business outside of trading hours.
Employment History
Current Registrations
Peterson Financial Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Directed Services LLCBroker
PNC Investments
PNC InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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
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