Financial Consultant
Edward Jones - Financial Advisor: David S Peterson, CFP®
The public record of what AI assistants say about this business — the questions asked, the answers given, the omissions.
Free, no card. You get your fix list: every problem we found on this entry, the written steps to fix each one yourself, and how long each takes.
65 or better is good. 45 to 64 is fair. Under 45 is poor.
Verified August 19, 2026
What AI says about Edward.1
We ask the assistants the questions customers actually ask, and record what comes back — quoted verbatim, dated, with the capture kept as evidence.
ChatGPT
Not named
Asked “best financial consultant in San Diego”
ChatGPT answered with other businesses. Edward Jones - Financial Advisor: David S Peterson, CFP® was not mentioned.
Checked August 19, 2026
Perplexity
No answer
We have no answer from Perplexity to show.
Gemini
Not named
Asked “best financial consultant in San Diego”
Gemini answered with other businesses. Edward Jones - Financial Advisor: David S Peterson, CFP® was not mentioned.
Checked August 19, 2026
Named by 0 of 2 assistants as of August 19, 2026. We have no answer on record from 1 more.
What people keep saying.2
Every review this business has, read and distilled — the mood, the consistent praise, and the recurring complaints.
Clients appreciate David Peterson's personalized and trustworthy approach to financial advising, often describing him as knowledgeable, responsive, and genuinely caring. Many feel a sense of confidence and security in their financial futures under his guidance, noting his ability to tailor strategies to individual goals.
Consistently praised
Recurring complaints
The bottom line: David Peterson stands out for his personalized financial strategies and commitment to client success, fostering a sense of trust and security.
The score, explained
Why 26.3
Eight signals make up the AI Score. Weight is how much a signal counts; the score is how this entry measures on it. The same method for every business — never for sale.
Higher than 59% of financial consultants in the registry.
Scanned August 19, 2026
What’s holding this entry back: retrieval grounding and ai visibility — the signals dragging the score below where the rest of the record sits.
Read the full methodologyStanding
Where the entry ranks.
The facts
Today (Tue) · 8:00 AM – 4:00 PM
- Monday8:00 AM – 4:00 PM
- Tuesday8:00 AM – 4:00 PM
- Wednesday8:00 AM – 4:00 PM
- Thursday8:00 AM – 4:00 PM
- Friday8:00 AM – 4:00 PM
- SaturdayClosed
- SundayClosed
Spot something wrong in this entry?
Questions
About Edward Jones - Financial Advisor: David S Peterson, CFP®.
What are the business hours for the agency?
The agency is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Does the agency require reservations for consultations?
The agency does not require reservations for consultations, allowing clients to reach out as needed.
What is the location of the agency?
The agency is located at 12750 Carmel Country Rd Ste 208, San Diego, CA 92130, USA.
Is parking available at the agency?
The agency provides parking facilities for clients visiting their office.
What is the agency known for?
The agency is known for its personalized, goals-oriented approach to financial planning, with a strong emphasis on trust and client education.
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What AI says about you today
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Your fix list
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Correct the details AI reads
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