Petter S. Jahnsen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Petter Sigurd Jahnsen, CFA, who also goes by Petter Jahnsen, was a registered financial professional .
Petter is a previously registered financial professional and started their career in finance in 1983. Petter had worked at 4 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 15, 2005 - November 10, 2025
LATASH INVESTMENTS, LLC
October 15, 1993 - January 1, 1994
LINK INVESTMENT SERVICES, INC.
May 27, 1986 - December 17, 1986
BA INVESTMENT SERVICES, INC.
July 21, 1983 - July 23, 1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
LATASH INVESTMENTS, LLC
CRD#: 128012 / SEC#: 801-62261
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LATASH INVESTMENTS, LLC
CRD#: 128012 / SEC#: 801-62261
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 1,548,707,883 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/28/2025 | ||
| 04/19/2024 | ||
| 01/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
