GP
GP

Garret Peterman

4 Years of Experience
Grand Junction, CO
Broker

Garret Peterman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Junction, CO, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

760 Horizon Dr, Suite 402, Grand Junction, CO, 81506

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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 Financial Services, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
September 2022 - June 2025 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2022 - June 2025 · 2 yrs 9 mos
Ameriprise Financial Services, LLC
September 2021 - September 2022 · 1 yr
Ameriprise Financial Services, LLCBroker
May 2021 - September 2022 · 1 yr 4 mos
State Registrations30 states
AKARAZCACOFLGAHIIAIDILMAMEMIMSMTNCNENMNVNYOHORSCSDTNTXUTVirgin IslandsWA
AdvisorBrokerBoth

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
No exam information available for this advisor.