Jared Stines
Jared Stines is a registered investment advisor at Peterson Financial Group, INC., based in Des Moines, IA, with 14 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, Financial Planning & Coaching, High Net Worth, and 4 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% |
The wrap program fees for investment management accounts do not exceed 1.40% and will cover the cost charged by Peterson Financial Group, AEWM, any other third-party partners we utilize and the custodian (Fidelity).
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 InvestmentsBroker
PNC Investments
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.