Peter S Jacobs

Employer firm

Tschetter Group CRD 301548

$2.39B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting
Selection of other advisers

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

Current Employers

Tschetter Group

2155 112Th Ave Ne, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2022-08-18

WA RA
APPROVED

Since 2022-08-18

Branch Locations

2155 112Th Ave Ne, Bellevue, WA 98004 • 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
Jacobs Broel Asset Management, Llc	Seattle	WA	01/2011	05/2017
Stifel Nicolaus & Co.	Bellevue	WA	05/2017	08/2022
Tschetter Group	Seattle	WA	08/2022	Present

01/2011 → 05/2017

Jacobs Broel Asset Management, Llc

Seattle, WA
05/2017 → 08/2022

Stifel Nicolaus & Co.

Bellevue, WA
08/2022 → Present

Tschetter Group

Seattle, WA

Previous Registrations

2017-09-20 → 2022-08-22

Stifel, Nicolaus & Company, Incorporated

Bellevue, WA
2011-01-31 → 2017-06-01

Jacobs Broel Asset Management, Llc

Mercer Island, WA

Other Businesses

I have been a Partner in JHH Partners, LLC since 2008. JHH Partners was formed for the sole purpose of making a private investment. I devote less than 1 hour per year to JHH Partners mainly related to accounting/taxes.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-10-11

S63 Uniform Securities Agent State Law Examination

2017-10-11

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Peter Suran Jacobs

View on SEC IAPD