Jared Lee Stines
Investment Adviser Representative at Peterson Financial Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jared Lee Stines is an investment adviser representative with Peterson Financial Group, Inc. in Des Moines, IA, where they have been registered since 2019. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Cetera Investment Advisers LLC and VOYA Financial Partners, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Voya FinancialMay 2015 – Nov 2016Des Moines, IA
- Directed Services, LLCMay 2015 – Nov 2016Des Moines, IA
- Regions BANKNov 2016 – Dec 2018Urbandale, IA
- Cetera Investment Advisers LLCNov 2016 – Dec 2018Urbandale, IA
- Cetera Investment Services LLCNov 2016 – Dec 2018St. Cloud, MN
- Peterson Financial Group, Inc.Jan 2019 – no end date reportedWest Des Moines, IA
- Cetera Investment ServicesNov 2016 – Dec 2018Urbandale, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Peterson Financial Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.014
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Des Moines, IA
- SEC file number:
- 801-120786
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 24, 2026
View full firm profileOther advisors at Peterson Financial Group, Inc.
2 other advisors in the directory
Similar advisors in Des Moines, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Lee Stines has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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