Jamie Lyn Peak

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → 07/2021
  Lpl Financial, Llc
  Chattanooga, TN
• 07/2021 → 09/2021
  Wells Fargo Advisors Financial Network, Llc
  Chattanooga, TN
• 09/2021 → 02/2023
  Lpl Financial, Llc
  Chattanooga, TN
• 01/2023 → 09/2024
  Brookstone Wealth Advisors
  Wheaton, IL
• 10/2024 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/2023 → Present
  Hughes Retirement Group
  Cleveland, TN

Previous Registrations

• 2023-01-25 → 2024-10-07
  Brookstone Wealth Advisors, Llc
  Cleveland, TN
  Wheaton, IL
  Chattanooga, TN
• 2021-09-21 → 2023-02-09
  Lpl Financial Llc
  Chattanooga, TN
  San Diego, CA
  Chattanooga, TN
• 2021-08-03 → 2021-09-17
  Wells Fargo Advisors Financial Network, Llc
  Chattanooga, TN
• 2015-06-08 → 2021-06-09
  Lpl Financial Llc
  Chattanooga, TN

Other Businesses

1) Notary - Jamie Lyn Peak; Not Investment Related; 1035 Peerless Crossing NW Cleveland, TN 37312; Notary; Notary; 1/2005; Approx. 1hr/Mo; Approx. 0hrs/Mo during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-05
• S63 Uniform Securities Agent State Law Examination
  2003-03-31

Other Names

• Jamie Lyn Winnie
• Jamie Winnie
• Jamie Lyn Climer
• Jamie Peak Sullens
• Jamie Lyn Sims
• Jamie Sims
• Jamie Lyn Peak
• Jamie Lyn Scott