Meet Jeremy Peters, founder of JP Wealth Advisors
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.
Meet Angela Peters, Marketing Director 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 three 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 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.