Investment adviser representative · Onyx Financial Advisors, LLC
Jonathan I. Petersen
CRD 6498936 · Idaho Falls, ID
At a glance
Jonathan I. Petersen is an investment adviser representative with Onyx Financial Advisors, LLC in Idaho Falls, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Onyx Financial Advisors, LLCSince August 2020Idaho Falls, ID · $506M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Onyx Financial Advisors, LLC
- Orrin D. CellanIdaho Falls · Certified Financial Planner
- Cody G. DanielsIdaho Falls · Certified Financial Planner
- Lyndsay GoodyIdaho Falls · Personal Financial Specialist
- Benson PackerIdaho Falls
- Terry L. RoeIdaho Falls · Personal Financial Specialist
- Aaron B. SautterIdaho Falls · Personal Financial Specialist
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