Jeffrey Lindsay has held the title Member at Peterson Wealth Advisors since January 2018, is a control person of the firm and directly owns between 10% and 25% of it. Jeffrey Lindsay holds a Bachelor in Business and Finance, minor in Economics from Utah State University.
Peterson Wealth Advisors, LLC is an Orem, UT firm with $830M under management, 667 clients and 13 advisers in one office, as of its September 2026 filing.
Jeffrey D. Lindsay is Partner & Senior Advisor of Peterson Wealth Advisors. He has been with the firm for 13 years and in personal finance for more than 20, and he worked with Scott Peterson to build the Perennial Income Model™.
- – present · 13 yearsOrem, UT · Adviser representative · Firm CRD 146349
Investment adviser representative registrations
Jeffrey Lindsay is registered as an investment adviser representative in 2 states. The first approvals date from March 2013; the most recent is Texas, in May 2021.
- TexasSince 26 May 2021
- UtahSince 21 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2012 |
| Series 24 | General Securities Principal Examination | 19 December 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2007 |
| Series 7 | General Securities Representative Examination | 13 February 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Dean Lindsay
- CRD
- 5279879
- Firm
- Peterson Wealth Advisors · CRD 146349
- Role
- Member
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- petersonwealth.com
Where does Jeffrey Lindsay work?
Jeffrey Lindsay has held the title Member at Peterson Wealth Advisors, LLC since January 2018, and is a control person of the firm.
Is Jeffrey Lindsay a financial advisor?
Yes. Jeffrey Lindsay has a current investment-adviser registration in Texas and Utah, through Peterson Wealth Advisors since March 2013.
How many years of experience does Jeffrey Lindsay have?
Jeffrey Lindsay has 13 years in the financial industry, since March 2013, across 1 adviser firm.
What exams has Jeffrey Lindsay passed?
Jeffrey Lindsay has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in February 2007.
Where is Jeffrey Lindsay based?
Jeffrey Lindsay’s registered office is in Orem, UT.
Is Jeffrey Lindsay registered with FINRA?
No. Jeffrey Lindsay has no current broker registration.
How can I verify Jeffrey Lindsay’s record?
Search CRD 5279879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Lindsay’s full registration record.
