Jonathan Petersen (CRD# 6498936) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry. Jonathan Petersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onyx Financial Advisors | Idaho Falls, ID | Feb 2020 - Current | 4 |
| Cetera Advisors, LLC | Denver, CO | Jul 2016 - Feb 2020 | 3 |
| Cornerstone Financial Advisors, LLC | Idaho Falls, ID | Jul 2016 - Feb 2020 | 3 |
| Unemployed | Twin Falls, ID | Mar 2016 - Jul 2016 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Twin Falls, ID | Jan 2016 - Mar 2016 | < 1 |
| Famers Insurance | Twin Falls, ID | Nov 2015 - Feb 2016 | < 1 |
| Unemployed | Twin Falls, ID | Sep 2015 - Nov 2015 | < 1 |
| Advisors Ahead | Twin Falls, ID | Jun 2015 - Sep 2015 | < 1 |
| Texas Tech University Pfp | Lubbock, TX | Aug 2014 - May 2015 | < 1 |
| The Financial Advisory Group | Houston, TX | May 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- ID
- TX
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts898ACCOUNTS
-
Average Account Value$396,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
ID, TX, UT, WA
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