Jonathan Peterson
Jonathan Peterson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gainesville, GA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
620 Spring Street SE, Gainesville, GA, 30501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works as a financial advisor for Windsor Wealth Planners & Strategists, dedicating about half of his time to this role. A significant portion of this time occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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