James Robert Peters

Employer firm

Palogic Value Management, L.p. CRD 155133

$406M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 08/1986 → Present
  James R Peters Cpa
  Dallas, TX
• 09/2014 → 03/2022
  Peters Wealth Management, Llc
  Dallas, TX
• 04/2022 → Present
  Palogic Value Management, Lp
  Dallas, TX

Previous Registrations

• 2014-09-22 → 2022-06-02
  Peters Wealth Management, Llc
  Carrollton, TX
• 2012-07-02 → 2014-09-19
  First Allied Advisory Services, Inc.
  Carrollton, TX
• 2005-04-08 → 2012-07-02
  First Allied Securities, Inc.
  Carrollton, TX
• 1998-10-28 → 2005-04-19
  Equitable Advisors, Llc
  Katy, TX

Other Businesses

1) BLUE CROSS BLUE SHIELD OF TEXAS; INSURANCE AGENT; NOT INVESTMENT-RELATED; START DATE 1/1/2000. 1 HOURS PER WEEK. 2) JAMES R PETERS CPA; OWNER; CPA; START DATE 08/01/1987; 6 HOURS PER WEEK, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; 3) RJ9 HOLDINGS, LLC; FAMILY INVESTMENT PARTNERSHIP; MEMBER; START DATE 07/2014; 1 HOUR DEVOTED TO THIS BUSINESS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-26
• S63 Uniform Securities Agent State Law Examination
  1998-10-08

Designations

• Certified Financial Planner

Other Names

• James Peters