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Jeffrey Dean Lindsay

Peterson Wealth Advisors, LLC

Orem, UT

CRD 5279879

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Employer firm

Peterson Wealth Advisors, LLC CRD 146349

$830M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Peterson Wealth Advisors, Llc

360 West 920 North, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-26
UT RA APPROVED 2013-03-21
  • TX RA
    APPROVED
    Since 2021-05-26
  • UT RA
    APPROVED
    Since 2013-03-21

Branch Locations

360 West 920 North, Orem, UT 84057 • 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
OrganizationCityStateFromTo
Peterson Wealth Advisors, Llc Orem UT 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-30
S63 Uniform Securities Agent State Law Examination 2007-03-01
  • S65 Uniform Investment Adviser Law Examination
    2012-06-30
  • S63 Uniform Securities Agent State Law Examination
    2007-03-01
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

More in Orem, UT

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