Robert Charles Peterson

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-11-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank N. A.	Chicago	IL	02/2015	09/2021
United States Navy	Great Lakes	IL	07/2009	11/2016
Raymond James Financial Services	Vila Park	IL	09/2021	08/2022
Crux Wealth Advisors	Vila Park	IL	09/2021	08/2022
Raymond James Financial Services Advisors, Inc	Vila Park	IL	05/2022	08/2022
J. P. Morgan Securities Llc	Chicago	IL	08/2022	10/2025
Jpmorgan Chase Bank N. A.	Chicago	IL	08/2022	10/2025
J. P. Morgan Securities Llc	Chicago	IL	01/2017	09/2017
Charles Schwab & Co., Inc.	Winnetka	IL	10/2025	Present
Charles Schwab Bank	Winnetka	IL	10/2025	Present

02/2015 → 09/2021

Jpmorgan Chase Bank N. A.

Chicago, IL
07/2009 → 11/2016

United States Navy

Great Lakes, IL
09/2021 → 08/2022

Raymond James Financial Services

Vila Park, IL
09/2021 → 08/2022

Crux Wealth Advisors

Vila Park, IL
05/2022 → 08/2022

Raymond James Financial Services Advisors, Inc

Vila Park, IL
08/2022 → 10/2025

J. P. Morgan Securities Llc

Chicago, IL
08/2022 → 10/2025

Jpmorgan Chase Bank N. A.

Chicago, IL
01/2017 → 09/2017

J. P. Morgan Securities Llc

Chicago, IL
10/2025 → Present

Charles Schwab & Co., Inc.

Winnetka, IL
10/2025 → Present

Charles Schwab Bank

Winnetka, IL

2022-09-19 → 2025-10-07

J.P. Morgan Securities Llc

Chicago, IL

Chicago, IL

Chicago, IL

Downers Grove, IL

Darien, IL
2022-05-12 → 2022-08-31

Raymond James Financial Services Advisors, Inc

Villa Park, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-09

Other Firms