Jace M. Bertelsen

PETERSON ROGERS PRIVATE WEALTH

SALT LAKE CITY, UT 84117

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CRD#: 8292010

Professional summary

Jace Micheal Bertelsen is a registered financial advisor currently at PETERSON ROGERS PRIVATE WEALTH, LLC located in Salt Lake City, Utah.

Jace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jace has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jace Micheal Bertelsen'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

July 17, 2026 - Present

PETERSON ROGERS PRIVATE WEALTH, LLC

Office #1: 5305 S Highland Drive Suite 100, Salt Lake City, UT 84117

RIA

CRD#: 324001

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".

PETERSON ROGERS PRIVATE WEALTH, LLC

MADDIX HOLDINGS | PETERSON ROGERS PRIVATE WEALTH, LLC | MADDIX WEALTH, LLC | MADDIX HOLDINGS, LLC

CRD#: 324001 / SEC#: 801-127132

RIA

Registered Investment Advisory firm - (5/5/2023 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
(7/21/2026)

IAR

Utah
(7/17/2026)

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 65

Date: 5/15/2026

Uniform Investment Adviser Law Examination

Current Firm

PETERSON ROGERS PRIVATE WEALTH, LLC

MADDIX HOLDINGS | PETERSON ROGERS PRIVATE WEALTH, LLC | MADDIX WEALTH, LLC | MADDIX HOLDINGS, LLC

CRD#: 324001 / SEC#: 801-127132

RIA

Registered Investment Advisory firm - (5/5/2023 Approved)

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Contact information

Main Address

5305 S Highland Drive Suite 100, Salt Lake City, UT 84117

Mailing Address

Phone number

(801) 992-9783

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PETERSON ROGERS - FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 165,726,199

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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Jace M. Bertelsen

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jace Micheal Bertelsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETERSON ROGERS PRIVATE WEALTH, LLC

Primary Firm SEC Registration

PETERSON ROGERS PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2026

Current Firm

PETERSON ROGERS PRIVATE WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PETERSON ROGERS PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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