Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Fairbury, NE 68352
Edward Jones
Institution
Jay Peterson is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Fairbury, NE
516 E Street
Fairbury NE 68352
Advisors at this office
1
Nebraska · Texas
25 years of industry experience
Edward Jones
2000 - Present • 26 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Fairbury, NE
LPL Financial
Jenifer Busing is a Series 66 licensed financial advisor with five years of industry experience, currently with LPL Financial since 2019. Her prior roles include positions at Holliday Planning LLC and Mumm & Associates PC. She is also a commissioned notary in the state of Nebraska. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and technology tools across its large network of advisors.
Series 66
Fairbury, NE
LPL Financial
Andrew Miesbach is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Waddell & Reed, Nolan Rathe, Nathan Rink, and Jason Rolf, each in 2020-2021, as well as service at the Lincoln Airport Authority from 2018 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on customized investment strategies and technology-supported research tools.
Series 66
Fairbury, NE
LPL Financial
Clayton Cope is a financial advisor with LPL Financial in Fairbury, NE, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RINK & ROLF INC., Waddell & Reed Inc., and Union Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.
CFP®, Series 63, Series 66
Fairbury, NE
LPL Financial
Michelle Holliday is a CFP® with over 33 years of experience in the financial services industry. She currently serves as an advisor at LPL Financial, having joined the firm in 2021. Prior to this, she was involved with Holliday Planning LLC and held roles at Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals and institutions. The firm offers a variety of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.
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