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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.