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RIA / WealthAdvisor15 years in industry

JARED LEE STINES

Advisor at PETERSON FINANCIAL GROUP, INC.

DES MOINES, IA

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Search this name across graphsid dfx:ria:e9c36233-419d-259a-7bb5-588aa44f17d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 9, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: PETERSON FINANCIAL GROUP, INC.
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: Jun 8, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 8, 2011
First registration: Jun 9, 2011
Dual registered: no
Other names: JARED STINES|JARED L STINES
IAPD individual key: 5896834

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
PETERSON FINANCIAL GROUP, INC.	Independent wealth	Jan 14, 2019	n/a	yes	DES MOINES, IA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 18, 2016	Dec 31, 2018	no	URBANDALE, IA	Previous registration
VOYA FINANCIAL PARTNERS, LLC	Former SEC adviser	May 24, 2016	Nov 18, 2016	no	DES MOINES, IA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2012	Mar 25, 2015	no	CHARLOTTE, NC\|ASHEBORO, NC\|CHARLOTTE, NC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jun 9, 2011	Sep 26, 2012	no	MARION, NC\|HIGH POINT, NC\|HIGH POINT, NC	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
CETERA INVESTMENT ADVISERS LLC	PETERSON FINANCIAL GROUP, INC.	Dec 31, 2018	Jan 14, 2019	14	Firm change	Ibd to RIA
VOYA FINANCIAL PARTNERS, LLC	CETERA INVESTMENT ADVISERS LLC	Nov 18, 2016	Nov 18, 2016	0	Firm change	Other
PNC WEALTH MANAGEMENT	VOYA FINANCIAL PARTNERS, LLC	Mar 25, 2015	May 24, 2016	426	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	PNC WEALTH MANAGEMENT	Sep 26, 2012	Nov 13, 2012	48	Firm change	Other

Relationships

Registered with (5)

→ PETERSON FINANCIAL GROUP, INC.Registered adviserregistration: current employment
Jan 14, 2019 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 18, 2016 to Dec 31, 2018factForm ADV
→ VOYA FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
May 24, 2016 to Nov 18, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2012 to Mar 25, 2015factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 9, 2011 to Sep 26, 2012factForm ADV

Dated events

No dated event names this entity yet.