Our Team

 

Our Team

JP Wealth Advisors is a wealth management firm established in 2018 by Jeremy Peters, a lifelong Mason City resident with more than 25 years in the industry. 

Our process begins with in-depth gathering of both qualitative and quantitative information to create a financial plan that compliments you. As your financial planners, our goal is to align your financial decisions and resources with what you value most.  

We have offices in Mason City, Osage, and Northwood. We also serve the communities of Forest City, Thompson, and Titonka by appointment.

Jeremy Peters

Wealth Advisor

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Jeremy has 27 years of experience in financial services and more than 22 years of expertise in educating and assisting individuals with their financial and retirement goals. Jeremy focuses on the core values of money management, but also provides financial planning, tax planning, and insurance needs analysis.

Jeremy is a lifelong resident of Mason City and a 2000 graduate of Buena Vista University with a degree in banking and finance. He is married and has three children who love doing anything outdoors together as a family. 

Jeremy holds his FINRA Series 7, 63, and 65 securities registrations and insurance licenses. Contact Jeremy today with your financial planning questions or concerns. 

Rachael Swanson

Client Relationship Manager

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Rachael has more than five years of experience in the underwriting and lending industry. In 2023, she made the switch to JP Wealth Advisors. She focuses on company benefit plans, guaranteed products, long-term care insurance, and education savings.

Rachael is a graduate of the University of Northern Iowa with a degree in real estate. She is married and has two daughters.

Rachael holds her FINRA Series 7 and 66 securities registrations and insurance licenses.   

Jamie Rice

Client Service Specialist

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Jamie provides courteous and attentive administrative support to JP Wealth Advisors' clients. She assists with completing paperwork, moving funds, and keeping the office organized. Jamie has worked in the financial services industry for more than 10 years, having spent the past six focusing on investments. She currently holds her FINRA Series 7 securities registration.

Jamie is a 2010 graduate of Iowa State University. She is a lifelong animal lover who enjoys reading, yoga, and traveling with her husband.

Angela Peters

Marketing Director

Angela is responsible for the business development efforts of the firm. She directs branding, as well as manages and oversees sponsorships, events, and charitable contributions.

Angela is married with three children who keep her on her toes. She spends her time being active in her kids' activities, serving on various committees, volunteering, and running with her dogs.