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PJ

Peter O. Jarman

CROSS CREEK ADVISORS
Salt Lake City, UT 84108
Some features on this profile are disabled
CRD#: 5873626
PJ

Professional summary

Peter Olson Jarman, who also goes by Peter Jarman, is a registered financial advisor currently at CROSS CREEK ADVISORS, LLC located in Salt Lake City, Utah.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Jarman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Olson Jarman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 22, 2013 - Present

CROSS CREEK ADVISORS, LLC

Office #1: 505 Wakara Way Suite 215, Salt Lake City, UT 84108
RIA
CRD#: 165803
Salt Lake City, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CROSS CREEK ADVISORS, LLC
CROSS CREEK ADVISORS, LLC

CRD#: 165803 / SEC#: 801-77391

RIA
Registered Investment Advisory firm - (11/27/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(4/22/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2013
Uniform Investment Adviser Law Examination

Current Firm

CC
CROSS CREEK ADVISORS, LLC
CROSS CREEK ADVISORS, LLC

CRD#: 165803 / SEC#: 801-77391

RIA
Registered Investment Advisory firm - (11/27/2012 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
505 Wakara Way Suite 215, Salt Lake City, UT 84108
Mailing Address
Phone number
(801) 214-0091
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

CROSS CREEK ADVISORS DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 1,264,000,800

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.

Company Information

CROSS CREEK ADVISORS, LLC

CRD#: 165803Salt Lake City, UT 84108

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