JS
Joel Stuart Petersen
CRD 5036886
Firms
| Firm | Role | As of |
|---|---|---|
| Sound Legacy Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sound Legacy Wealth Advisors, Llc
Managing Member · 50% – 75% · Jul 2020
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗