STA’s Jack Petersen speaks about the possibilities and challenges of becoming an independent firm
Jack Petersen’s life as a financial advisor changed on July 24, 2015. After pushing back from his desk, standing up and walking down the familiar hallway of Barclays in Manhattan, he bid farewell to his boss forever. At the time, Barclays was in the process of selling its business to Stifel.
“I’ll never forget that day,” Petersen told Financial Advisor. “It’s hard to say good-bye, but it was also very exciting.”