Jalyn Peterson
STRATEGIC ADVISERS LLC | Financial Consultant
BYHALIA, MS
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CRD#: 6914350
Professional summary
Jalyn Peterson is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Byhalia, Mississippi and FIDELITY BROKERAGE SERVICES LLC located in Germantown, Tennessee.
Jalyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jalyn has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My career and life experiences have taught me that money touches every piece of our lives. I believe that we all have a money story that impacts how we show up, not only in our financial lives, but in all aspects of our lives. I believe that story is unique to every client and their family. It is my pleasure to work with my clients and their families to uncover that story in order to write the remaining chapters with intentionality and fulfillment.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-13353|OrgNmn:Deseret Book|Org Addr:Salt Lake ,Utah,US|OBA Nature:Religious publication and broa|Invst Rel:N|Title:Podcast member|Duties:I will be a member of a group of women who will discuss religious doctrine.|StrtDt:09-02-19|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jalyn Peterson'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®
NoneEducation
Brigham Young University
Master of Public Administration - Public Administration
2012
Brigham Young University
Juris Doctor (JD) - Law
2009
Utah State University
Bachelor of Nutrition and Science - Medical Dietetics
1995
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138RIA
CRD#: 104555
BYHALIA, MS
Current
March 23, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7628 W. Farmington Blvd Ste 110, Germantown, TN 38138BD
CRD#: 7784
Germantown, TN
Past
January 2, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GERMANTOWN, TN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2018)
RR
Arkansas(4/17/2018)
RR
Colorado(3/7/2022)
RR
District of Columbia(3/11/2022)
RR
Florida(4/17/2018)
RR
Georgia(4/17/2018)
RR
Illinois(3/28/2023)
RR
Kentucky(3/28/2023)
RR
Louisiana(4/17/2018)
RR
Maryland(3/28/2023)
RR
Massachusetts(5/31/2024)
RR
Mississippi(4/17/2018)
IAR
Mississippi(5/23/2025)
RR
Missouri(4/17/2018)
RR
Montana(3/6/2024)
RR
New York(10/2/2023)
RR
Pennsylvania(3/27/2023)
RR
Tennessee(1/8/2019)
IAR
Tennessee(3/31/2025)
RR
Texas(3/30/2023)
IAR
Texas(3/31/2025)
RR
Utah(1/9/2024)
RR
Washington(3/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Byhalia, MSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
