DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

JACK BARRY PETERSEN

Advisor at SUMMIT TRAIL ADVISORS, LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c1eec93-846f-f7f8-eaf6-823868bf27cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: May 22, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jack Barry Petersen

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT TRAIL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 1, 1993
First registration: May 22, 2002
Dual registered: no
Other names: JACK BARRY PETERSEN|JACK BERRY PETERSEN
IAPD individual key: 2380594

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT TRAIL ADVISORS, LLC	Independent wealth	Jul 29, 2021	n/a	yes	New York, NY	Current employment
BARCLAYS CAPITAL INC.	Former SEC adviser	Jan 21, 2009	Aug 8, 2015	no	NEW YORK, NY	Previous registration
LEHMAN BROTHERS INC.	n/a	Sep 24, 2003	Oct 15, 2008	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 22, 2002	Sep 24, 2003	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BARCLAYS CAPITAL INC.	SUMMIT TRAIL ADVISORS, LLC	Aug 8, 2015	Jul 29, 2021	2,182	Firm change after gap	Other
LEHMAN BROTHERS INC.	BARCLAYS CAPITAL INC.	Oct 15, 2008	Jan 21, 2009	98	Bulk transfer	Other
MORGAN STANLEY & CO. LLC	LEHMAN BROTHERS INC.	Sep 24, 2003	Sep 24, 2003	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19714:220519:NY:2015-08-08	Aug 8, 2015	Jul 29, 2021	NEW YORK, NY	Firm change after gap

Relationships

Registered with (4)

→ SUMMIT TRAIL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 29, 2021 to presentfactForm ADV
→ BARCLAYS CAPITAL INC.Registered adviserregistration: previous registration
Jan 21, 2009 to Aug 8, 2015factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
Sep 24, 2003 to Oct 15, 2008factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 22, 2002 to Sep 24, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c1eec93-846f-f7f8-eaf6-823868bf27cb
First observed: May 22, 2002
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACK BARRY PETERSEN

Advisor at SUMMIT TRAIL ADVISORS, LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5c1eec93-846f-f7f8-eaf6-823868bf27cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUMMIT TRAIL ADVISORS, LLC

Independent wealth

Jul 29, 2021

n/a

yes

New York, NY

Current employment

BARCLAYS CAPITAL INC.

Former SEC adviser

Jan 21, 2009

Aug 8, 2015

NEW YORK, NY

Previous registration

LEHMAN BROTHERS INC.

n/a

Sep 24, 2003

Oct 15, 2008

NEW YORK, NY|NEW YORK, NY|NEW YORK, NY

Previous registration

MORGAN STANLEY & CO. LLC

n/a

May 22, 2002

Sep 24, 2003

NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BARCLAYS CAPITAL INC.

SUMMIT TRAIL ADVISORS, LLC

Aug 8, 2015

Jul 29, 2021

2,182

Firm change after gap

Other

LEHMAN BROTHERS INC.

BARCLAYS CAPITAL INC.

Oct 15, 2008

Jan 21, 2009

Bulk transfer

Other

MORGAN STANLEY & CO. LLC

LEHMAN BROTHERS INC.

Sep 24, 2003

Firm change

Other

Team

Left

Joined

From

Kind

19714:220519:NY:2015-08-08

Aug 8, 2015

Jul 29, 2021

NEW YORK, NY

Firm change after gap