Peter Kelson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → 06/2017
  Zions Direct Inc
  Salt Lake City, UT
• 03/2018 → 08/2024
  Zions Capital Advisors
  Salt Lake City, UT
• 08/2024 → Present
  Raymond James & Associates
  Cottonwood Heights, UT
• 06/2017 → 03/2018
  Morgan Stanley
  South Jordan, UT

Previous Registrations

• 2018-04-10 → 2024-08-14
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-04-10
• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Other Names

• Peter Michael Kelson