Inventor · disambiguated record
James Peterson
Also filed as: PETERSON JAMES · PETERSON JAMES D
3 granted patents·1 pending application·201 citations·filing 2000–2014
77Inventor score
Technology areasG06Q
Top patents by PatentIndex Score
4 records- 0186US7016873B1System and method for tax sensitive portfolio optimizationCHARLES SCHWAB & CO INC·Filed 2000·Granted Mar 21, 2006·105 cites·6 claims
- 0281US7860774B1System and method for providing financial advice for an investment portfolioCHARLES SCHWAB & CO INC·Filed 2003·Granted Dec 28, 2010·47 cites·16 claims
- 0379US8768800B2System and method for income plannerMILOSAVLJEVIC OLGA·Filed 2001·Granted Jul 1, 2014·49 cites·31 claims
- 0459US2014351168A1System and method for income plannerCHARLES SCHWAB & CO INC·Filed 2014·Application pending·0 cites
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Identity basis: PatentsView inventor disambiguation (2025Q4-odp release). How scoring works →