Jeffrey Thomas Peters

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 10/2016
  D.A. Davidson & Co.
  Columbus, NE
• 10/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-07-29 → 2016-10-11
  D.A. Davidson & Co.
  Columbus, NE
• 2013-07-09 → 2016-07-28
  Smith Hayes Advisers Inc
  Lincoln, NE
  Columbus, NE
• 2011-07-11 → 2013-07-01
  Rbc Capital Markets, Llc
  Omaha, NE
• 2010-01-08 → 2011-07-11
  Edward Jones
  David City, NE
  Fremont, NE

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. CRUMP LIFE INSURANCE SERVICES, 4135 N FRONT ST, HARRISBURG, PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,10/03/17, PRODUCER, 10/YR- 0/TRADING 3. PETERS WEALTH MANAGEMENT, 641 Main st, North Bend NE 68649, United States, 09/12/2024, IAR, DBA, INV REL, 160 HR/MO - 160 HR/MO Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2001-07-24