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Replay: Year-end moves: Prepare for 2016

Learn more about our session speakers


Jeffrey S. Peterson
National Planning Consultant, Fidelity Investments

Jeffrey Peterson is a national planning consultant for Fidelity Personal Investing, a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Jeffrey currently covers the New England region.

Prior to his current role, Jeffrey was a financial consultant for four years, working out of Fidelity's Merrimack, New Hampshire, site. Overall, Jeffrey has nine years of financial services industry experience.

Jeffrey is a Certified Financial Planner® certificant, investment advisor representative, registered securities representative, and licensed insurance representative.