Jack Barry Petersen

Employer firm

Summit Trail Advisors, LLC CRD 220519

$19.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• OUTSOURCED CHIEF INVESTMENT OFFICER SERVICES/ FAMILY OFFICE SERVICES

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

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

Current Employers

Employment History

• 07/2015 → Present
  Summit Trail Advisors,Llc
  New York, NY
• 04/2017 → Present
  Summit Trail Securities, Llc
  New York, NY

Previous Registrations

• 2009-01-21 → 2015-08-08
  Barclays Capital Inc.
  New York, NY
• 2003-09-24 → 2008-10-15
  Lehman Brothers Inc.
  New York, NY
  New York, NY
  New York, NY
• 2002-05-22 → 2003-09-24
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

1. Summit Trail Advisors LLC, investment-related, 140 E. 45th Street, New York, NY 10017, RIA, Partner, 07/24/2015, 160 hrs/month all within securities trading hours, managing partner. 2. SUMMIT TRAIL SECURITIES, LLC, INVESTMENT RELATED, SAME ADDRESS, BROKER­ DEALER, REGISTERED REPRESENTATIVE, 7/2017, 5-10 HOURS DEVOTED DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-09
• S63 Uniform Securities Agent State Law Examination
  1993-11-01

Other Names

• Jack Barry Petersen
• Jack Berry Petersen