Jon Mitchell Peteuil

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 05/2003 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 05/2003 → Present
  Jp Tax & Financial
  Phoenix, AZ
• 01/2005 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Phoenix, AZ
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Phoenix, AZ
• 01/2024 → 10/2024
  Osaic Wealth, Inc.
  Phoenix, AZ
• 10/2024 → Present
  Lpl Financial
  Phoenix, AZ

Previous Registrations

• 2024-01-19 → 2024-10-17
  Osaic Wealth, Inc.
  Phoenix, AZ
• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Phoenix, AZ
• 2005-01-28 → 2019-03-01
  Questar Asset Management, Inc.
  Phoenix, AZ
• 2003-06-02 → 2005-12-31
  Questar Capital Corporation
  Phoenix, AZ
  Phoenix, AZ
• 2002-01-01 → 2002-12-02
  Asset & Financial Planning, Ltd
  Phoenix, AZ

Other Businesses

1) 10/2024 - Peteuil & Associaties, LLC / Tax Prep/Accounting/CPA / Inv. Related / Phoenix, AZ / Start date 11/01/2007 - 60 hrs per month - 25 % Time Spent 2) 10/2024- Non-Variable Insurance / Inv. Related / Phoenix, AZ / Start date 05/07/2003 - 10 Hrs per month - 10 % Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-29