Travis Peterson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Edward Jones
  St Louis, MO
• 03/2020 → 12/2023
  Wells Fargo
  Minneapolis, MN
• 04/2019 → 02/2020
  Sniezek Group Agency
  Rogers, MN
• 04/2014 → 01/2019
  Us Bank
  Minneapolis, MN
• 02/2019 → 04/2019
  Unemployed
  Dayton, MN

Exams

• S66 Uniform Combined State Law Examination
  2024-04-02

Other Names

• Travis William Peterson