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Inactive

Jace Micheal Bertelsen

Peterson Rogers Private Wealth, LLC

Salt Lake City, UT

CRD 8292010

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Employer firm

Peterson Rogers Private Wealth, LLC CRD 324001

$177M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Peterson Rogers Private Wealth, Llc

5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-21
UT RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-21
  • UT RA
    APPROVED
    Since 2026-07-17

Branch Locations

5305 S Highland Drive Suite 100, Salt Lake City, UT 84117 • 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
Peterson Rogers Private Wealth, Llc Holladay UT 07/2025 Present
Peterson Rogers Private Wealth, Llc Holladay UT 05/2025 07/2025
Genwealth Advisory Group Sandy UT 05/2024 08/2024
University Of Utah Salt Lake City UT 08/2023 12/2025
Salt Lake Community College Taylorsville UT 08/2020 06/2023
Murray School District Murray UT 08/2014 06/2020
  • 07/2025 → Present
    Peterson Rogers Private Wealth, Llc
    Holladay, UT
  • 05/2025 → 07/2025
    Peterson Rogers Private Wealth, Llc
    Holladay, UT
  • 05/2024 → 08/2024
    Genwealth Advisory Group
    Sandy, UT
  • 08/2023 → 12/2025
    University Of Utah
    Salt Lake City, UT
  • 08/2020 → 06/2023
    Salt Lake Community College
    Taylorsville, UT
  • 08/2014 → 06/2020
    Murray School District
    Murray, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15

View on SEC IAPD

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