Don't have an account?
Learn More -or- Register Now
Here's a helpful set of tools you can use to talk with clients now.
Learn moreDon't have an account?
Learn More -or- Register Now
Jeff Petersen, AIF, CIMA, CFP
Vice President, Senior Retirement Plan Strategist
Southeast Region
(404) 536-2972
jeff.petersen@franklintempleton.com
Jeff Petersen is Vice President and Senior DCIO Specialist for the southeast with Franklin Templeton’s Investment Only Division. Primary responsibilities include placement and distribution of investment products offered by Franklin Templeton in the qualified plans market. Additionally, Jeff provides valuable support to financial intermediaries specific to best practices, business building strategies, market intelligence and regulatory interpretation.
Prior to joining Franklin Templeton, Jeff sold qualified plan and non‐qualified deferred compensation products as a Regional Retirement Director for Morgan Stanley Smith Barney.
Jeff received a bachelor of arts from Washington & Jefferson College, and holds the designations of Certified Financial Planner(CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Plan Specialist (CRPS) and Chartered Retirement Planning Counselor (CRPC). FINRA Licenses include series 7, 6 and 63.
You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
Copyright © 2021 Franklin Templeton. All Rights Reserved.
There are literature items in your cart. If you sign out, all items will be removed.
Click "Stay Signed In" to continue your session and keep items in your cart.
Otherwise, click Sign out to end your session and empty your cart.
You can compare a maximum of 4 funds.
Money funds and liquidated funds cannot be added to comparison.
Quarterly commentary discussing fund performance. View more details
Client Use: | (FINRA Letter) |
---|---|
Literature Code: | |
Format: | () |
Publication Date: | |
Next Update: |