Jonathan Petersen has been an investment adviser representative at Onyx Financial Advisors since August 2020, and is not listed among the firm’s executive officers or direct owners. Jonathan Petersen holds a Bachelor of Science in Accounting from Brigham Young University-Idaho and a Master of Personal Financial Planning from Texas Tech University.
Onyx Financial Advisors, LLC is an Idaho Falls, ID firm with $506M under management, 272 clients and 7 advisers in one office, as of its February 2026 filing.
Jonathan Petersen is an adviser with Onyx Financial Advisors, which he joined in 2020. He began working as a financial planner in 2015 and builds personalized investment plans for individuals and families based on each client's objectives and values.
Jonathan Petersen’s longest registration is the current one, 6 years at Onyx Financial Advisors since 2020. Before joining Onyx Financial Advisors in 2020, Jonathan Petersen was registered through Cetera Advisors LLC.
- Onyx Financial Advisors, LLCCurrent– present · 6 yearsIdaho Falls, ID · Adviser representative · Firm CRD 134881
- Cetera Advisors LLC– · 3 yearsIdaho Falls, ID · Adviser representative · Firm CRD 10299
Investment adviser representative registrations
Jonathan Petersen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2020; the most recent is Texas, in June 2023.
- IdahoSince 17 August 2020
- TexasResidentSince 15 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 September 2016 |
| Series 7 | General Securities Representative Examination | 5 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Isaac Petersen
- CRD
- 6498936
- Firm
- Onyx Financial Advisors · CRD 134881
- Office
- 2400 E. 25TH STREET, Idaho Falls, ID 83404
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onyxfinancial.com
Where does Jonathan Petersen work?
Jonathan Petersen is an investment adviser representative registered through Onyx Financial Advisors, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Petersen a financial advisor?
Yes. Jonathan Petersen has a current investment-adviser registration in Idaho and Texas, through Onyx Financial Advisors since August 2020.
How many years of experience does Jonathan Petersen have?
Jonathan Petersen has 9 years in the financial industry, since March 2017, across 2 adviser firms.
What exams has Jonathan Petersen passed?
Jonathan Petersen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Jonathan Petersen with the SIE, which began in October 2018.
Where did Jonathan Petersen work before Onyx Financial Advisors?
Before Onyx Financial Advisors, Jonathan Petersen was registered through Cetera Advisors LLC, September 2016 to February 2020.
Where is Jonathan Petersen based?
Jonathan Petersen’s registered office is in Idaho Falls, ID.
Is Jonathan Petersen registered with FINRA?
No. Jonathan Petersen has no current broker registration.
How can I verify Jonathan Petersen’s record?
Search CRD 6498936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Petersen’s full registration record.