Edward Jones - Financial Advisor: David S Peterson, CFP®

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<title>Edward Jones - Financial Advisor: David S Peterson, CFP® · reviews &amp; AI Score · Local AI Registry</title>
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# Local AI Registry

> The public record of what AI assistants say about local businesses. Every entry checked, scored, and kept current.

Local AI Registry is the editorial, never-sponsored record of what local
businesses are known for, and whether AI assistants actually recommend them.
We score every local business the same way and rank them: website, reviews,
AI visibility, and more. Eight signals, one number from 0 to 100. The heaviest
is whether AI can retrieve you at all.

## Read these first

- [Local AI Registry](https://localairegistry.com): AI assistants now decide which local business to recommend.
- [Methodology](https://localairegistry.com/methodology): Eight signals, one number from 0 to 100.
- [Leaderboards](https://localairegistry.com/leaderboards): Browse AI Score leaderboards by state, city, and category.
- [About](https://localairegistry.com/about): The honest record of who AI recommends.
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- [Journal](https://localairegistry.com/journal): How AI assistants decide which local businesses to recommend, and what owners can do about it.

## Business pages

- [Sitemap](https://localairegistry.com/sitemap.xml): Every business page on the registry, with the day each was last updated.
- Every business page has a markdown copy at its own address with `.md` on the end. The copy holds the same facts, marks and sources as the page, in the page's order: the photos with their captions, the team and their licenses, the reviews summary, and the questions locals asked with the replies. The page names it in its head and its HTTP `Link` header.

# Edward Jones - Financial Advisor: David S Peterson, CFP®, San Diego: a financial consultant in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/edward-jones-financial-advisor-david-s-peterson-cfp-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 21 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/edward-jones-financial-advisor-david-s-peterson-cfp-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi32n103jwyeti1ua6i89l%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszi32n103jwyeti1ua6i89l%2F1.jpg)


## In short

Edward Jones - Financial Advisor: David S Peterson, CFP® is a financial consultant in San Diego, CA. Its AI Score is 26 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial consultant |
| Address | 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA |
| Hours | Mon to Fri 8 AM to 4 PM · Closed Sat to Sun |
| Phone | (858) 758-3188 |
| Owner | Nothing found |
| Rating | 4.9 across 46 reviews on Google |
| Known for | Nothing found |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | September 19, 2026, 12:35 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 4:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Edward Jones - Financial Advisor: David S Peterson, CFP® | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (858) 758-3188 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | Big12 | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Cfp | Confirmed | Google Business Profile, checked Sep 19, 2026 |
| Services | Service | Disclosures | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Educationsavings | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Edward jones ventures | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial futures | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Findyourrich | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Generational wealth transfer | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Incident response | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Incomemanager | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Investment advice | AI guess | Nothing found |
| Services | Service | Personalized financial strategies | AI guess | Nothing found |
| Services | Service | Prevention | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Reconnect phoenix | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Retirement planning | AI guess | Nothing found |
| Services | Service | Spacex | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Sponsorships | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Sports | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tax legal educational materials | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tax-smart investing guidance | AI guess | Nothing found |
| Services | Service | Threebeats | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Trump accounts | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Wealth management | AI guess | Nothing found |
| Services | Service | Women investors | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Workplace | Confirmed | Business website, checked Sep 19, 2026 |
| Links | Website | https://www.edwardjones.com/us-en/financial-advisor/david-peterson?y_source=1_OTY0MzM5LTcxNS1sb2NhdGlvbi53ZWJzaXRl | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 20 services Edward Jones offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Big12 |  |  |  | Confirmed |
| Threebeats |  |  |  | Confirmed |
| Cfp |  |  |  | Confirmed |
| Disclosures |  |  |  | Confirmed |
| Trump accounts |  |  |  | Confirmed |
| Incident response |  |  |  | Confirmed |
| Incomemanager |  |  |  | Confirmed |
| Workplace |  |  |  | Confirmed |
| Educationsavings |  |  |  | Confirmed |
| Edward jones ventures |  |  |  | Confirmed |
| Financial futures |  |  |  | Confirmed |
| Findyourrich |  |  |  | Confirmed |
| Sports |  |  |  | Confirmed |
| Tax legal educational materials |  |  |  | Confirmed |
| Women investors |  |  |  | Confirmed |
| Spacex |  |  |  | Confirmed |
| Sponsorships |  |  |  | Confirmed |
| Generational wealth transfer |  |  |  | Confirmed |
| Prevention |  |  |  | Confirmed |
| Reconnect phoenix |  |  |  | Confirmed |


### Known for

Reviews not read yet, back on Scan Day.


## The team

Nothing found


## Visiting Edward Jones

Address: 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA. Phone: (858) 758-3188. Hours: Mon to Fri 8 AM to 4 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:56 PM.)


### Location info from Google Business Profile

Business description, written by Edward Jones on its Google Business Profile: "Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Katana Sushi & Japanese Restaurant | Sushi restaurant | 1 min walk |
| L&L Hawaiian Barbecue | Hawaiian restaurant | 1 min walk |
| Ike's Love & Sandwiches | Sandwich shop | 1 min walk |
| Micheline's Pita House Del Mar | Mediterranean restaurant | 1 min walk |
| Xin Chào Eatery | Vietnamese restaurant | 1 min walk |
| Einstein Bros. Bagels | Bagel shop | 1 min walk |


## Reputation

4.9 average across 46 reviews: Google 25. (Confirmed, read August 18, 2026.)

David Peterson stands out for his personalized financial strategies and commitment to client success, fostering a sense of trust and security. (AI guess, from 46 reviews.)


### What people like

- Personalized, goals-oriented financial planning
- Trustworthy and knowledgeable guidance
- Responsive communication and support
- Strong performance in investment returns


### What people do not like

- Concerns about investment decisions during market corrections


### Press

No press story about Edward Jones found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Edward Jones

Edward Jones hasn't posted an update here yet.


## Questions people ask


### ballpark before I book, what am I looking at

No answer yet


### walk in here, or is it appointment only?

No answer yet


### What financial consultant questions is San Diego asking AI most?

No answer yet


### anywhere on Carmel Country to sit while I wait

No answer yet


### picking between the two, is Pacific Wealth the safer bet?

No answer yet


### does Edward Jones ever have cancellations

No answer yet


### people keep recommending this firm, what for?

No answer yet


### opening hours at Edward Jones in San Diego, what are they these days?

No answer yet


### Finance options, anyone used them?

No answer yet


### anything new from Edward Jones lately?

No answer yet


### Open Saturdays here?

No answer yet


### is there parking at Edward Jones or is it street only?

No answer yet


### Why do people rate Edward Jones?

No answer yet


### budget options in San Diego, what is decent

No answer yet


### bad experiences here, anyone?

No answer yet


### do I need to fill anything in beforehand

No answer yet


### where exactly is Edward Jones?

No answer yet


### best financial consultant in San Diego

No answer yet


## What AI gets wrong about Edward Jones

We ask Gemini and ChatGPT about Edward Jones. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026.

No capture has disagreed with the record yet.


## The AI Score: 26 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial consultants run 19 to 50. Fair starts at 45, good at 65. Edward Jones scores 26, below the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Edward Jones |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Nobody at all was recommended in the 2 answers we hold, so there is nothing to score. |
| Reviews & response | 12 | 93 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good |
| Backlink & citation authority | 8 | 71 | Domain authority and editorial quality of the sources that attest to you. | Good |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 37 | Core Web Vitals at the 75th percentile, on a real phone. | Poor |
| Content freshness & schema | 5 | 62 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial consultant

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial consultant in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Edward Jones if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Edward Jones |
| --- | --- | --- | --- | --- |
| Edward Jones - Financial Advisor: David S Peterson, CFP® | LocalBusiness | #business | https://www.edwardjones.com/us-en/financial-advisor/david-peterson?y_source=1_OTY0MzM5LTcxNS1sb2NhdGlvbi53ZWJzaXRl | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Edward Jones is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial consultants in San Diego, linked to the lists and towns around it.


### Lists

- Best financial consultants in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-consultant
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Edward Jones - Financial Advisor: David S Peterson, CFP®. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJuX45gIMI3IARk757_IePyak (accessed Aug 18, 2026)
- [2] edwardjones.com, https://www.edwardjones.com/us-en/big12 (accessed Sep 19, 2026)
- [3] edwardjones.com, https://www.edwardjones.com/us-en/disclosures (accessed Sep 19, 2026)
- [4] edwardjones.com, https://www.edwardjones.com/us-en/educationsavings (accessed Sep 19, 2026)
- [5] edwardjones.com, https://www.edwardjones.com/us-en/sports (accessed Sep 19, 2026)
- [6] edwardjones.com, https://www.edwardjones.com/us-en/tax-legal-educational-materials (accessed Sep 19, 2026)
- [7] edwardjones.com, https://www.edwardjones.com/us-en/threebeats (accessed Sep 19, 2026)
- [8] edwardjones.com, https://www.edwardjones.com/us-en/trump-accounts (accessed Sep 19, 2026)
- [9] edwardjones.com, https://www.edwardjones.com/us-en/women-investors (accessed Sep 19, 2026)
- [10] edwardjones.com, https://www.edwardjones.com/us-en/workplace (accessed Sep 19, 2026)
- [11] edwardjones.com, https://www.edwardjones.com/us-en/edward-jones-ventures (accessed Sep 19, 2026)
- [12] edwardjones.com, https://www.edwardjones.com/us-en/financial-futures (accessed Sep 19, 2026)
- [13] edwardjones.com, https://www.edwardjones.com/us-en/findyourrich (accessed Sep 19, 2026)
- [14] edwardjones.com, https://www.edwardjones.com/us-en/generational-wealth-transfer (accessed Sep 19, 2026)
- [15] edwardjones.com, https://www.edwardjones.com/us-en/incident-response (accessed Sep 19, 2026)
- [16] edwardjones.com, https://www.edwardjones.com/us-en/incomemanager (accessed Sep 19, 2026)
- [17] edwardjones.com, https://www.edwardjones.com/us-en/prevention (accessed Sep 19, 2026)
- [18] edwardjones.com, https://www.edwardjones.com/us-en/reconnect-phoenix (accessed Sep 19, 2026)
- [19] edwardjones.com, https://www.edwardjones.com/us-en/spacex (accessed Sep 19, 2026)
- [20] edwardjones.com, https://www.edwardjones.com/us-en/sponsorships (accessed Sep 19, 2026)
- [21] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)