Jerald Peabody, financial advisor Macomb IL

Jerald Peabody

CRD Number: 3009776
Current Firm: Ipi Wealth Management, Inc.

Jerald Peabody (CRD# 3009776) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Macomb, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Ipi Wealth Management Macomb, IL Mar 1998 - Current 26
Investment Planners, Inc. Decatur, IL Jan 1998 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Jerald D. Peabody
Phone Number: 217-425-6340
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,147
    MILLIONS
  • Total Number of Accounts
    10,573
    ACCOUNTS
  • Average Account Value
    $203,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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