Jeffrey P. Peterson, CLU®, ChFC®

Wealth Management Advisor


Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Memberships

Past President, Member, National Association of Insurance and Financial Advisors, San Francisco

Past President, Member, Society of Financial Service Professionals, San Francisco

Registered Representative of Northwestern Mutual Investment Services

Million Dollar Round Tabel Member, Top of the Table 2013



To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck