Meet Jeremy Peters, founder of JP Wealth Advisors, a company with an emphasis on money management.
Jeremy has 25 years of experience in financial services and more than 20 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 doing anything outdoors together as a family.
Jeremy holds his FINRA Series 7, 63, and 65 securities registrations and insurance licenses. Contact JP Wealth Advisors today with your financial planning questions or concerns.
Director of Busisness
Meet Angela Peters, Director of Business at JP Wealth Advisors.
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 brings positive energy to anything she is involved with.
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 two dogs.
Client Service Specialist
Meet Jamie Rice, Client Service Specialist at JP Wealth Advisors.
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 five 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 and traveling with her husband, Patrick.
Client Communication Specialist
Meet Cally Peterson, Client Communication Specialist at JP Wealth Advisors.
Cally is the first point of contact at JP Wealth Advisors and will be happy to answer any questions she can or direct you to Jeremy if she is unable to assist. Cally is in charge of making sure our clients’ needs are met and will help to make our clients’ lives easier. She also handles public relations, media requests, social media, and/or advertising and marketing efforts.
Cally is a longtime resident of Mason City and a graduate of North Iowa Area Community College. She and her husband have two children. Cally enjoys attending her children’s many school events and volunteering at the Chamber of Commerce, her church, and her children's school.