Jeff Lindsay
Portfolio Manager-Equities at Peterson Wealth Advisors LLC
Profile
Mr. Jeffrey D.
Lindsay is a Partner & Senior Advisor at Peterson Wealth Advisors LLC.
He joined the firm in 2013 as an Advisor and helps with the management of clients and investment portfolios.
Mr. Lindsay graduated from Utah State University with a Bachelor’s degree in finance.
In 2009, he earned the Chartered Retirement Planning Counselor (CRPC) designation.
Jeff Lindsay active positions
| Companies | Position | Start |
|---|---|---|
Peterson Wealth Advisors LLC
 Peterson Wealth Advisors LLC Investment ManagersFinance Peterson Wealth Advisors LLC provides investment advice. The private company is based in Orem, UT. The company was founded in 2008 by Scott Martin Peterson. Scott Martin Peterson has been the CEO since 2008. | Portfolio Manager-Equities | 31/12/2012 |
Training of Jeff Lindsay
| Utah State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Peterson Wealth Advisors LLC
Peterson Wealth Advisors LLC Investment ManagersFinance Peterson Wealth Advisors LLC provides investment advice. The private company is based in Orem, UT. The company was founded in 2008 by Scott Martin Peterson. Scott Martin Peterson has been the CEO since 2008. | Finance |
- Stock Market
- Insiders
- Jeff Lindsay
