Adviser and broker representative · Key Financial Concepts, Inc.
Peter J. Jesanis
CRD 716437 · Vernon, CT
At a glance
Peter J. Jesanis is an investment adviser representative with Key Financial Concepts, Inc. in Vernon, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 1988, about 38 years ago. Peter is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Key Financial Concepts, Inc.Since February 1988Vernon, CT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1988 (38 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Peter’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
- Locked
- 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
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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 and FINRA BrokerCheck.