Jeremy Peters (CRD# 4171838) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has over 23 years of experience in the finance industry.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Wealth Advisors | Mason City, IA | Sep 2018 - Current | 5 |
| Commonwealth Financial Network | San Diego, CA | Sep 2018 - Current | 5 |
| Cetera Investment Advisers LLC | Mason City, IA | Feb 2016 - Sep 2018 | 2 |
| Cetera Investment Services | St Cloud, MN | Mar 2000 - Sep 2018 | 18 |
| First Citizens National Bank | Mason City, IA | Oct 1996 - Sep 2018 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- IA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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