Jeffrey Sevy has been an investment adviser representative at Peterson Wealth Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 1 yearOrem, UT · Adviser representative · Firm CRD 146349
Investment adviser representative registrations
Jeffrey Sevy is registered as an investment adviser representative in Utah, since October 2024.
- UtahSince 29 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Alan Sevy
- CRD
- 7982736
- Firm
- Peterson Wealth Advisors · CRD 146349
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Sevy work?
Jeffrey Sevy is an investment adviser representative registered through Peterson Wealth Advisors, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Sevy a financial advisor?
Yes. Jeffrey Sevy has a current investment-adviser registration in Utah, through Peterson Wealth Advisors since October 2024.
How many years of experience does Jeffrey Sevy have?
Jeffrey Sevy has 1 year in the financial industry, since October 2024, across 1 adviser firm.
What exams has Jeffrey Sevy passed?
Jeffrey Sevy passed the Series 65 in October 2024.
Where is Jeffrey Sevy based?
Jeffrey Sevy’s registered office is in Orem, UT.
Is Jeffrey Sevy registered with FINRA?
No. Jeffrey Sevy has no current broker registration.
How can I verify Jeffrey Sevy’s record?
Search CRD 7982736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Sevy’s full registration record.
