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Jerrod G Peterson

Cavanal Hill Investment Management, INC.
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Cavanal Hill Investment Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only

Location

One Williams Center, 15th Floor, Tulsa, OK, 74172

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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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Other Business Activities

Jerrod is an advertising manager for Redbud Outdoor, LLC since 2021, spending minimal time on upkeep of physical assets. This activity is not investment-related.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
September 2022 - Present · 3 yrs 5 mos
State Registrations8 states
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Advisor
Exams
No exam information available for this advisor.