Jeffrey Petersen
WESCAP Group · Glendale, California
Jeffrey Petersen is a fee-only financial advisor at WESCAP Group in Glendale, California, who holds the CFP credential. WESCAP Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | WESCAP Group |
|---|---|
| Based in | Glendale, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.09B across 1,242 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7328591 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | wescapgroup.com |
How Jeffrey's firm compares
- WESCAP Group's average account is about $876,000, from its Form ADV (assets managed divided by 1,242 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and WESCAP Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, WESCAP Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Petersen based?
Jeffrey Petersen is based in Glendale, California.
What credentials does Jeffrey Petersen hold?
Jeffrey Petersen holds the CFP credential.
Is Jeffrey Petersen registered with the SEC?
Yes. Jeffrey Petersen is registered as an investment adviser representative in CA (CRD 7328591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WESCAP Group manage?
WESCAP Group reports $1.09B across 1,242 accounts in assets under management.
How do I contact Jeffrey Petersen?
Through Jeffrey's website, wescapgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Glendale
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WESCAP Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.