Jeffrey Peterson

VP, Regional Planning Consultant

Jeffrey Peterson, CFP®, is a VP and Regional Planning Consultant at Fidelity Investments, where they have worked for over 18 years in various financial roles. They began their career after completing an internship with a local New England non-profit, and have since grown to specialize in training and mentoring financial advisors. Jeffrey holds a degree in Business Administration and Management from Lincoln Christian University and currently resides in Merrimack, New Hampshire, with their family.

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United States

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