Meet Jeremy Peters, founder of JP Wealth Advisors, a company with an emphasis on money management.
Jeremy has 22 years of experience in financial services with more than 18 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 all love spending time 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 and let his experience work for you. You can contact him at (641) 512-1602 or at email@example.com.
Wealth Advisor Assistant
Meet Jamie Rice, Wealth Advisor Assistant at JP Wealth Advisors.
Jamie provides friendly and attentive administrative support to all clients, including assisting with paperwork, scheduling appointments, and moving funds. She has worked in the financial services industry for more than six years, having spent the past two 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 camping with her husband.
Contact Jamie today for all of your administrative account needs. She can be reached at (641) 812-2430 or at firstname.lastname@example.org.