Jon Frederick Petersen

Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-04-04
MO	RA	APPROVED	2024-04-04

IL RA
APPROVED

Since 2024-04-04
MO RA
APPROVED

Since 2024-04-04

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Core Planning	St. Louis	MO	03/2024	Present
Novelinvestor.cOm	Chicago	IL	03/2014	Present

03/2024 → Present

Core Planning

St. Louis, MO
03/2014 → Present

Novelinvestor.cOm

Chicago, IL

Other Businesses

Novelinvestor.com - no - Chicago IL - blog - owner - 03/2010 - 60 hours/month - 60 hours/month during securities trading hours - writing personal finance & investment blog post.

Employer firm

Current Employers

Core Planning

Disclosures

Employment History

Other Businesses

Designations

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