# PETERSON JON CHARLES

PETERSON JON CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [COLONIAL ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/108950) | SALES DIRECTOR | MONTGOMERY, AL |
| — | Form ADV | [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | V. PRESIDENT & TREASURER | OMAHA, NE |
| — | Form ADV | [TRADEWISE ADVISORS, INC.](https://search.stillhousedata.com/firm/153744) | DIRECTOR | CHICAGO, IL |
| — | Form ADV | [LIBERTY INVESTMENT COUNSEL, LTD.](https://search.stillhousedata.com/firm/10062) | PRESIDENT, CHIEF COMPLIANCE OFFICER | ELM GROVE, WI |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.