Peter Jalbert (CRD# 1313568) is an Investment Advisor Representative working at Crossroads Capital Management LLC in Marblehead, MA and has over 39 years of experience in the finance industry. Peter Jalbert 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# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crossroads Capital Management LLC | Marblehead, MA | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- MA
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Total Assets Under Management21MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$763,630
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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