Niva WealthLet’s talk

Justin Peterson

Partner at BBR Partners

Investment adviser registrationAustin, TXSEC record checked 18 October 2026

6
Years in the industry
6
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Justin Peterson is Partner of BBR Partners, LLC, a New York investment adviser managing $36.5B. Justin Peterson has been registered through BBR Partners since 5 September 2020, has 6 years in the industry across 1 firm and has passed the Series 7, Series 63 and Series 65.

Role at BBR Partners

Title on Schedule A
Partner
Control
Justin Peterson is not a control person of BBR Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Justin Peterson has held the filed role since December 2019.

The firm

BBR Partners, LLC
New York, NY

Form ADV filed 30 July 2026

$36.5B AUM245 clients53 advisers3 offices

Career on record

Justin Peterson has been registered through BBR Partners since September 2020.

Firms and exams, newest first
  1. Bbr Partners, LLCCurrent
    – present · 6 years
    Austin, TX · Adviser representative · Firm CRD 109688
  2. Passed Series 65 · 2020
  3. Passed Series 63 · 2005
  4. Passed Series 7 · 2004

Registrations and exams

Justin Peterson has a current investment-adviser registration in Texas and has passed 3 qualifying exams.

Texas5 September 2020
Scope
Investment adviser representative
Status
Approved

Examinations

Series 655 September 2020
Name
Uniform Investment Adviser Law Examination
Series 6324 January 2005
Name
Uniform Securities Agent State Law Examination
Series 710 August 2004
Name
General Securities Representative Examination

Individual record

Full name
Justin Randall Peterson
CRD
4797756
Firm
BBR Partners, LLC
Registration status
Investment adviser registration
Office
Austin, TX
Firm bio
bbrpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

BBR lists Justin R. Peterson as a Partner, Director of Portfolio & Wealth Advisory, and Head of BBR West. His biography describes advising entrepreneurs and working with clients on investment, tax, and estate planning. BBR Partners official biography

Education

Common questions

Where does Justin Peterson work?

Justin Peterson has been Partner of BBR Partners, LLC since December 2019.

Source: Form ADV, Schedule A, filed 30 July 2026

Is Justin Peterson a financial advisor?

Yes. Justin Peterson has a current investment-adviser registration in Texas, through BBR Partners since September 2020, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Justin Peterson have?

Justin Peterson has worked in the financial industry for 6 years as of 18 October 2026, counted from 4 September 2020, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Justin Peterson passed?

Justin Peterson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2004.

Source: IAPD individual record, checked 18 October 2026

Where is Justin Peterson based?

Justin Peterson’s registered office is in Austin, TX.

Source: IAPD individual record, checked 18 October 2026

Leadership at BBR Partners

Sources

  1. IAPD individual record, CRD 4797756. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BBR Partners, LLC, filed 30 July 2026. Title, control and ownership bands.
  3. BBR Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Justin Peterson or BBR Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.