Dawn M Peters

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2011 → 01/2023
  Lincoln Financial Advisors Corporation
  Virginia Beach, VA
• 01/2023 → 11/2025
  J.P. Morgan Securities Llc
  Norfolk, VA
• 01/2023 → 11/2025
  Jpmorgan Chase Bank, N.A.
  Norfolk, VA
• 08/2012 → 01/2023
  Dawn Peters
  Virginia Beach, VA
• 01/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2023-01-18 → 2025-12-17
  J.P. Morgan Securities Llc
  Norfolk, VA
  Norfolk, VA
• 2012-08-23 → 2023-01-09
  Osaic Fa, Inc.
  Virginia Beach, VA
• 2011-08-02 → 2012-08-31
  Lpl Financial Llc
  Norfolk, VA
  San Diego, CA
  Norfolk, VA
• 2006-10-27 → 2011-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  White Plains, NY
• 1999-02-17 → 2006-11-01
  Citigroup Global Markets Inc.
  Norfolk, VA
  Norfolk, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-12-04

Other Names

• Dawn Jordon
• Dawn M Peters
• Dawn Peters
• Dawn Finke
• Dawn Peters Jordan
• Dawn Michelle Peters
• Dawn M. Peters