Justin P. Peterman, CFP®, CEPA® in

Justin P. Peterman, CFP®, CEPA®

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Senior Vice President Financial Advisor at Raymond James
📍 Greater Milwaukee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
14 Years
Current Role
Senior Vice President Financial Advisor
Job Level
Leadership
Location
Greater Milwaukee, United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Justin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2022
Senior Vice President Financial Advisor
Raymond James
1-2019 - 11-2022
Limited Partner
Edward Jones
11-2012 - 11-2022
Financial Advisor
Edward Jones
1-2011 - 11-2012
District Executive
Boy Scouts of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2010
Bachelor of Arts (B.A.)
Carthage College
2017 - 2018
Certified Financial Planner Certificate
Emory University
2020 - 2020
Investment Management Theory & Practice
Yale School of Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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