AUMdb
JL

Janet L Peterson

CRD 4236305

Firms

FirmRoleAs of
Charles Schwab & Co., Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (2)

OrganizationRoleCompensationAs of
Saddleback Kiwanis Foundation Inc Officer/Director 09/30/2024
Kiwanis International Inc Officer/Director 09/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗