As Managing Partner at 5 Financial, Jason Petersen is responsible for steering the business forward—overseeing the firm’s daily operations and ensuring our high standards of service and advice are consistently met. With a strong focus on strategic growth, Jason plays a pivotal role in shaping the future of 5 Financial, guiding the team and the business with clarity, precision and care.
With over 20 years of experience in financial advice, Jason brings a deep understanding of what clients value most: trusted relationships, tailored strategies, and genuine expertise. While he’s no longer a full-time adviser, he continues to provide guidance and mentoring across the business, occasionally supporting client strategy where needed.
Jason’s leadership is rooted in the same values that define 5 Financial—transparency, trust and a deep commitment to helping people feel financially confident.
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