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Jon Peterson

Jon Peterson
Wealth Manager, RJFS

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With the knowledge that comes from nearly 10 years of experience in the financial services industry, Jon helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.

From financial planning to comprehensive account management, Jon strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.

At Raymond James, Jon has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. Jon provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Jon joined Raymond James in 2024 after nine years with Edward Jones. He is a graduate of Baptist Bible College and received a Bachelor of Arts degree in theology. He also holds a master’s degree from Crown Seminary. Jon’s education in finance comes from The College for Financial Planning where he obtained the Accredited Asset Management Specialist™ designation. Additionally, Jon attended the University of Georgia’s Terry College of Business to equip him to receive the CERTIFIED FINANCIAL PLANNER™ certification.

He is a former Pastor and still enjoys preaching and teaching on occasion. Jon serves as the Rotary Foundation Chair for the Gainesville Rotary Club. Jon and each member of his family are members of the Atlanta Track Club. He and his family attend Christ Place North in Clermont, GA. Jon lives in Alto, GA, and has been married to Shannon Peterson for 22 years. Jon and Shannon have four children: Josiah (20), Titus (17), Chloe (15) and Laci (12). When not in the office, he enjoys trail/road running, all sports, exercising and spending time with family and friends.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James is not affiliated with any organizations mentioned above. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

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