Jordan B. Peterson

STEELPEAK WEALTH

Las Vegas, NV 89144

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CRD#: 6540006

Professional summary

Jordan Bradford Peterson, who also goes by Jordan Peterson, is a registered financial advisor currently at STEELPEAK WEALTH, LLC located in Las Vegas, Nevada.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jordan Peterson

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 Jordan Bradford 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®

None

Experience

Current

August 5, 2026 - Present

STEELPEAK WEALTH, LLC

Office #1: 1120 N. Town Center Dr. Suite 120, Las Vegas, NV 89144

RIA

CRD#: 165168

Las Vegas, NV

Past

August 12, 2025 - May 19, 2026

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

Reno, NV

Past

August 4, 2022 - May 2, 2025

CAPITAL ADVISORS, INC.

RIA

CRD#: 104643

HENDERSON, NV

Past

July 7, 2020 - July 13, 2022

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

LAS VEGAS, NV

Past

May 15, 2019 - July 1, 2020

SKYOAK WEALTH

RIA

CRD#: 299564

LAS VEGAS, NV

Past

November 7, 2018 - May 15, 2019

ONE WEALTH MAP, LLC

RIA

CRD#: 171750

LAS VEGAS, NV

Past

December 10, 2015 - February 1, 2018

EDWARD JONES

RIA

CRD#: 250

HENDERSON, NV

Past

September 16, 2015 - February 1, 2018

EDWARD JONES

CRD#: 250

HENDERSON, NV

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".

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 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

Nevada
(8/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2015

General Securities Representative Examination

Current Firm

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

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Contact information

Main Address

21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 835-8720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	8,369
AUM (Assets Under Management)	$ 3,439,042,634

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.

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Advisor Monitoring

Firm Stability Insights

Jordan B. Peterson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Bradford Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIME CAPITAL FINANCIAL

CAPITAL ADVISORS, INC.

SKYOAK CAPITAL, INC.

SKYOAK WEALTH

ONE WEALTH MAP, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

STEELPEAK WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2015

SIE

Date: 2/1/2018

Series 7

Date: 9/16/2015

Current Firm

STEELPEAK WEALTH, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEELPEAK WEALTH, LLC

TRUST BUT VERIFY

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