Brian Peterson (CRD# 1713545) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Daytona Beach, FL and has over 25 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Ormond Beach, FL | Jul 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Ormond Beach, FL | Jul 2019 - Current | 4 |
| Total Retirement Solutions, LLC | Port Orange, FL | Jun 2018 - Jul 2019 | 1 |
| Gradient Securities, LLC | Port Orange, FL | Jun 2018 - Dec 2018 | < 1 |
| Total Retirement Security | Port Orange, FL | Sep 2016 - Aug 2018 | 1 |
| Unemployed | Port Orange, FL | Aug 2016 - Sep 2016 | < 1 |
| Cetera Investment Advisers LLC | Port Orange, FL | Jan 2014 - Jul 2016 | 2 |
| Regions Bank | Port Orange, FL | Feb 2013 - Jul 2016 | 3 |
| Cetera Investment Services LLC | Port Orange, FL | Feb 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- FL
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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