JAMES K PETERSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2008-04-11 | 2018-07-13 | — |
| CHASE INVESTMENT SERVICES CORP. | 2005-07-06 | 2008-03-04 | — |
| BANC ONE SECURITIES CORPORATION | 2005-03-17 | 2005-07-06 | — |
| MORGAN STANLEY DW INC. | 2004-05-13 | 2005-03-18 | — |