Peter S. Jacobs
Professional summary
Peter S Jacobs, CFP®, who also goes by Peter Suran Jacobs, is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Peter has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 87, Series 16 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter S Jacobs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
August 18, 2022 - Present
TSCHETTER GROUP
Office #1: 2155 112th Ave Ne, Bellevue, WA 98004September 20, 2017 - August 22, 2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED
September 12, 2017 - August 22, 2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED
January 31, 2011 - June 1, 2017
JACOBS BROEL ASSET MANAGEMENT, LLC
January 3, 2011 - January 24, 2011
WELLS FARGO CLEARING SERVICES, LLC
June 29, 1998 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
Primary Firm SEC Registration
TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2022)
Exams
Current Firm
TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,330 |
| AUM (Assets Under Management) | $ 2,137,933,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 02/19/2025 |
Red Flags
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