Jeffrey Presley (CRD# 2125227) is an Investment Advisor Representative working at Mountain Peak Wealth Advisors, LLC in Fort Wayne, IN and has over 33 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mountain Peak Wealth Advisors, LLC | Fort Wayne, IN | Oct 2016 - Current | 7 |
| Dickmeyer Boyce Financial Management, Inc. | Fort Wayne, IN | May 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
- IN
- LA
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts311ACCOUNTS
-
Average Account Value$203,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN, LA
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