JP
JP

Justin Peterman

13 Years of Experience
Kalamazoo, MI
Broker

Justin Peterman is a registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Edward Jones
February 2013 - November 2022 · 9 yrs 9 mos
Edward JonesBroker
January 2013 - November 2022 · 9 yrs 10 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.