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Taylor L. Peterson

PER STIRLING CAPITAL MANAGEMENT
Austin, TX 78746
Some features on this profile are disabled
CRD#: 6392451
TP

Professional summary

Taylor Lee Peterson, CFP®, who also goes by Taylor Lee Jacobs, is a registered financial advisor currently at PER STIRLING CAPITAL MANAGEMENT, LLC located in Austin, Texas and B.B. GRAHAM & COMPANY, INC. located in Austin, Texas.

Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Taylor has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Taylor Lee Jacobs

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.
ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: B. B. GRAHAM & CO, INC.; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: BROKER DEALER, POSITION: REGISTERED REPRESENTATIVE, START DATE: 06/2021 ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B. B. GRAHAM & CO, INC.: PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; ADDRESS: 4800 BEE CAVES ROAD, AUSTIN TX 7874; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; POSITION: COMPLIANCE SPECIALIST/INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 05/2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Lee Peterson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

June 8, 2021 - Present

PER STIRLING CAPITAL MANAGEMENT, LLC

Office #1: 4800 Bee Caves Road, Austin, TX 78746
RIA
CRD#: 151671
Austin, TX
Current

July 14, 2021 - Present

B.B. GRAHAM & COMPANY, INC.

Office #1: 4800 Bee Cave Drive, Austin, TX 78746
RIA
BD
CRD#: 41533
Austin, TX
Past

May 6, 2016 - December 31, 2018

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
MCDONOUGH, GA
Past

November 4, 2015 - May 13, 2021

RICHARD W. PAUL & ASSOCIATES, LLC

RIA
CRD#: 156812
NOVI, MI
Past

October 14, 2015 - October 14, 2015

FIRST HEARTLAND CONSULTANTS, INC.

RIA
CRD#: 110377
Bloomfield Hills, MI
Past

October 8, 2015 - October 23, 2015

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
BLOOMFIELD HILLS, MI
Past

March 31, 2015 - July 23, 2015

B.B. GRAHAM & COMPANY, INC.

BD
CRD#: 41533
AUSTIN, TX
Past

September 4, 2014 - August 18, 2015

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA
CRD#: 151671
AUSTIN, TX

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".
PS
PER STIRLING CAPITAL MANAGEMENT, LLC
PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA
Registered Investment Advisory firm - (10/28/2009 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
Texas
(6/8/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/5/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/25/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PER STIRLING CAPITAL MANAGEMENT, LLC
PER STIRLING | PER STIRLING PRIVATE WEALTH | PER STIRLING INVESTMENTS | PER STIRLING GROUP, LLC | PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671 / SEC#: 801-70707

RIA
Registered Investment Advisory firm - (10/28/2009 Approved)
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Contact information

Main Address
4800 Bee Caves Road, Austin, TX 78746
Mailing Address
Phone number
(512) 628-2300
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (21 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03-28 PSCM FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,584
AUM (Assets Under Management)$ 1,387,216,441

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

PER STIRLING CAPITAL MANAGEMENT, LLC

CRD#: 151671Austin, TX 78746

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