UBS Financial Services
47yrs
Top advisor by experience in Phoenix
New
Jenna Peterson
Financial advisor at LPL Financial
Jenna Peterson is a fiduciary financial advisor in Phoenix, Arizona, registered since Aug 2026. Jenna has been with LPL Financial since 2026. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
OfficePhoenix, AZ
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowLPL Financial LLCCurrent firm
Contact Jenna
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jenna. Phoenix, AZOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jenna
Tailored to Jenna’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jenna
How do I contact Jenna?
Call LPL Financial at (704) 733-3300 and ask for Jenna Peterson. Jenna works from the Phoenix, AZ office.
How long has Jenna been a financial advisor?
Jenna is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Jenna hold?
Series 66. Tap any license on this page to see what it allows.
Is Jenna a fiduciary?
Jenna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jenna paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jenna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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