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Peter S Jacobs

Investment Adviser Representative at TSCHETTER GROUP

Bellevue, WACRD #2508405Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/11/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/12/2017
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 6/18/2004
Series 16
NYSE Supervisory Analyst Examination
Passed 2/15/2002
Series 24
General Securities Principal Examination
Passed 5/19/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Tschetter Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TSCHETTER GROUPCurrent
8/18/2022Bellevue, WA
STIFEL, NICOLAUS & COMPANY, INCORPORATED
9/20/20178/22/2022Bellevue, WA
JACOBS BROEL ASSET MANAGEMENT, LLC
1/31/20116/1/2017Mercer Island, WA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter S Jacobs 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.

Peter S Jacobs - Financial Advisor in Bellevue, WA | AdvisorFinder