Jon Peterson
Associate Wealth Advisor at Corient
Based in Charlotte, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
1.2K
Contact information
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j•••••••@corient.com
Phone
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Background
About Jon Peterson
Currently a Wealth Analyst at RKL Wealth Management. Graduated from Longwood University with a Bachelors in Business Administration with a concentration in Finance and a minor in Economics. Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
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