JACOB ROBERT PETRIE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2024-10-22 | present | Yes |
| 9258 WEALTH MANAGEMENT, LLC | 2020-10-14 | 2024-12-02 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2020-10-13 | — |
| STRATEGIC ADVISERS LLC | 2015-10-15 | 2018-07-13 | — |