John Edward Peterson

Current Employers

Employment History

• 03/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anchorage, AK
• 05/2011 → Present
  Bank Of America, N.A.
  Anchorage, AK

Other Businesses

I*99911FOR PROFITNAME : KAYAK LOOP RENTAL PROPERTYINVEST RELATED: N ADD OF BUS: BEND, OR 97701NATURE OF BUS: RENTAL PROPERTYPOSITION: OWNERSTART DATE OF RELATIONSHIP: 42678NO. OF HRS DEVOTED: 1 HR(S) Mth.NO. OF HRS DURING TRADING HRS: 0DUTIES: RENTAL DUPLEX I*8385Name: duplexAdd of bus: Redmond, OR 97756Position: OwnerStart date of relationship: 8/8/2019 I*137775For ProfitName: Padley St RentalInvest related: YAdd of bus: Salt Lake City, UT 84108Position: OwnerStart date of relationship: 5/4/2021No. of hrs devoted: 1 hr(s) Mth.No. of hrs devoted trading hrs: 0Duties: Rental home I*634249 Name of out bus org: Rental Property 1Invest related: NAdd of bus: Bend, OR, 97702Nature of bus: Position: Co-ownerStart date of relationship: 1/20/2022No. of hrs devoted: 1 hr(s) Mth.No. of hs devoted trading hrs: 0 I*762232Name: Rental Property 2Invest related: NAdd of bus: Salt Lake City, UT 84102Nature of bus: Position: Co-owner Start date of relationship: 3/15/2022No. of hrs devoted: 0 hr(s) WeeklyNo. of hrs during trading hrs: 0 I*1139296For Profit Name: pendingInvest related: NAdd of bus: Bend, OR 97703Nature of bus: LLCPosition: OwnerStart date of relationship: 2/1/2023No. of hrs devoted: 1 hr(s) Mth.No. of hrs during trading hrs: 0Duties: Setting up an LLC to hold a prev. apprvd rental property I*1140265For ProfitName: NE Kayak Loop LLC Invest related: NAdd of bus: Bend, OR 97703Nature of bus: LLCPosition: Owner Start date of relationship: 2/1/2023No. of hrs devoted: 1 hr(s) Mth.No. of hrs during trading hrs: 0Duties: Setting up an LLC to hold a prev. apprvd rental property I*1140266For ProfitName: SW Cascade Mountain Lane LLC Invest related: NAdd of bus: Bend, OR 97703Nature of bus: LLCPosition: OwnerStart date of relationship: 2/1/2023No. of hrs devoted: 1 hr(s) Mth.No. of hrs during trading hrs: 0Duties: Setting up an LLC to hold a prev. apprvd rental property I*1140268 For Profit Name: SE 4th St LLC Invest related: NAdd of bus: Bend, OR 97703Nature of bus: LLCPosition: OwnerStart date of relationship: 2/1/2023No. of hrs devoted: 1 hr(s) Mth.No. of hrs during trading hrs: 0Duties: Setting up an LLC to hold a prev. apprvd rental property I*1141285 For Profit Name: pendingInvest related: N Add of bus: Bend, OR 97703Position: Owner Start : 2/1/2023No. of hrs devoted: 1 hr(s) Mth.No. of hrs during trading hrs: 0Duties: Setting up an LLC to hold a prev. apprvd rental property I*1141286FP or NFP: For Profit Name: S Douglas St LLC Invest related: N Add of bus: Bend, OR Nature: LLC Position: Owner Start : 2/1/23 hrs: 1 hr(s) Mth. hrs during trading hrs: 0 Duties: to hold a prev. apprvd rental property I*1876347, Type: For Profit Name: Peterson Real Estate Holdings Address: Bend, OR Investment: N Position: Owner Start : 3/19/24 Hours:1 Hours during trading: 0 Duties: This will be an LLC that will hold the other 6 previously disclosed and approved LLCs to simplify tax reporting. LLCs hold 6 rental properties that my wife and I own. I*2896268: For Profit Name: NW Fort Clatsop LLC Address: Bend OR Investment:No Position:Owner Start:10/23/25 Hours: 1 Mthly Hours during trading:0 Mthly Duties: established to hold a rental property we are considering purchasing at Bend, OR. Pay the monthly bills and file the annual reports with the state. I*2918286, For Profit, Name: NW Fort Clatsop LLC, Address: Bend, OR Investment: No, Position Owner, State : 23-Oct-2025 Hours: 1 Mthly, Hours during Trading: 0 Mthly, Duties: pay bills rental property held in a LLC I*5382270,For Profit, Name: Ski Lane LLC, Address: Bend, OR, 97703, Invest Related: N, Position: Owner, Start: 08/20/26, No Hours: 1 Mthly, Hours during Trading: 0 Mthly, Duties:Pay bills. My wife is a property manager and will select and manage tenants, arrange repairs I*5383268, For Profit, Name: Ski Lane LLC, Address: Bend, OR, 97703, Invest Related: N, Position: Owner, Start : 10/01/26, No Hours: 1 Mthly, Hours during Trading: 0 Mthly, Duties: Pay bills, manage bank acct

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-03
• S65 Uniform Investment Adviser Law Examination
  1995-06-03

Other Names

• John E Peterson