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. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
620 Spring Street SE, Gainesville, GA, 30501
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
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 Registrations21 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.
Exams
More Advisors
- Brian Whalen, CFPRaymond James Financial Services Advisors, INC
- Johnny JohnsonRaymond James Financial Services Advisors, INC
- Christopher Beauchamp, CFPRaymond James Financial Services Advisors, INC
- Christina Jones, CFPRaymond James Financial Services Advisors, INC
- John TurnerRaymond James Financial Services Advisors, INC
- Carlos Dominguez, CFPRaymond James Financial Services Advisors, INC