Jess Peterson, financial advisor Sparks NV

Jess Peterson

CRD Number: 5188024
Current Firm: Peterson Wealth Management, LLC

Jess Peterson (CRD# 5188024) is an Investment Advisor Representative working at Peterson Wealth Management, LLC in Sparks, NV and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
M.s. Howells & Co Scottsdale, AZ Jan 2020 - Current 4
Peterson Wealth Management, LLC Sparks, NV Oct 2017 - Current 6
First Allied Advisory Services, Inc. Sparks, NV Aug 2017 - Dec 2019 2
First Allied Securities, Inc. Sparks, NV Jun 2010 - Dec 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Jess D. Peterson
Phone Number: 775-673-1100
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    951
    ACCOUNTS
  • Average Account Value
    $194,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, LA, NV, TX, UT

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