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Jeffrey Scott Petersen

Willow Grove Advisors, LLC

Berkeley, CA

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Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-05-27
CA RA APPROVED 2010-02-12
  • MA RA
    APPROVED
    Since 2016-05-27
  • CA RA
    APPROVED
    Since 2010-02-12

Branch Locations

2040 Bancroft Way Suite 201, Berkeley, CA 94704 • 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
Willow Grove Advisors, Llc Berkeley CA 01/2010 Present
Previous Registrations
  • 2008-10-01 → 2009-10-06
    Bay Willow Advisers, Llc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-29
S66 Uniform Combined State Law Examination 2008-09-30
  • S65 Uniform Investment Adviser Law Examination
    2010-01-29
  • S66 Uniform Combined State Law Examination
    2008-09-30
Other Names
  • Jeff Petersen

View on SEC IAPD

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BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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