Jack W Peterson

Current Employers

Employment History

• 12/2009 → Present
  Harold Dance Investments
  Logan, UT

Previous Registrations

• 2007-01-08 → 2007-12-31
  Cambridge Investment Research Advisors, Inc.
  Logan, UT
  Logan, UT
• 2006-01-12 → 2006-12-31
  Beacon Financial Planning, Llc
  Logan, UT
• 2006-09-06 → 2006-12-19
  Stonebridge Financial Advisors, Llc
  Logan, UT
• 1999-11-23 → 2005-12-31
  Avantax Advisory Services
  Logan, UT

Other Businesses

MEMBER OF PETERSON ALLRED GROUP, LLC, THE PETERSON GROUP INVESTMENTS, LLC, THE PETERSON GROUP PROPERTIES, LLC, THE PETERSON GROUP COMMERCIAL, LLC, AND THE PETERSON GROUP APARTMENTS, LLC. WITH THE EXCEPTION OF THE PETERSON GROUP INVESTMENTS, LLC, NONE OF THESE IS INVESTMENT RELATED. THE PETERSON GROUP INVESTMENTS, LLC, INVESTS IN FINANCIAL SECURITIES FOR MEMBERS. ALL OTHERS OWN RENTAL PROPERTIES TO PROVIDE INCOME TO MEMBERS. THE ADDRESS FOR ALL OF THESE BUSINESSES IS THE SAME AS THE RESIDENTIAL ADDRESS. RESPONSIBLE PRIMARILY FOR ACCOUNTING FOR THESE ENTITIES WHICH REQUIRES LESS THAN 20 HOURS PER MONTH, GENERALLY AFTER SECURITIES TRADING HOURS. Name of other business: Peggy Peterson Harris Irrevocable Trust Whether the business is investment-related: Yes The address of the other business: 94 S 1000 E, Logan, UT 84321 The nature of the other business: Family related trust. Assets of the trust consist of a home, an investments account, and two LLC memberships. Your position: Trustee Title/Relationship with other business: Peggy is my sister, and my father set up this trust for her benefit before he died. Start date of relationship: 01/2011. Approximate number of hours per month devoted to other business: 2 Number of hours devoted to other business during securities trading hours: 0 Description of duties related to other business: I perform accounting and tax services for the trust as well as managing the investments through the trust account held at Harold Dance Investments. Name of other business: Dennis N. and Diane B. Friedli Living Trust. Whether the business is investment-related: No The address of the other business: 1415 E 1425 N, Logan, UT 84341 The nature of the other business: Grantor-type trust. Your position: Co-Trustee Title/Relationship with other business: Close associates. Start date of relationship: 12/2021 Approximate number of hours per month devoted to other business: 1 Number of hours devoted to other business during securities trading hours: 0 Description of duties related to other business: I oversee the trust document.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Other Names

• Jack W Peterson