John
Peters

Edward Jones

CRD#5050201
Investment Advisor
in Tempe, AZ

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About this Advisor

John Peters is an investment advisor located in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, Peters has 11 years of professional experience in the financial advisory industry. Peters holds Series 63 and Series 66 licenses, qualifying them as a securities representative. Peters is able to serve customers based out of Arizona. The advisor has gained experience at Liberty Tax Service, Aig Financial Advisors, Sagepoint Financial, Inc, Lpl Financial, LLC, Jpsd Investments LLC, Edward Jones, Uber and Peters Arizona LLC. Edward Jones is based out of Tempe, Arizona, and has 12,884 offices in the United States. In aggregate, Edward Jones manages $312 billion in assets throughout 2,500,304 accounts and employs more than 23,510 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8620 South River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Peters Work History

John has 11 years of experience.

2016 - Present (3 years)

Edward Jones

2015 - Present (4 years)

Jpsd Investments LLC

2015 - Present (4 years)

Uber

2013 - Present (6 years)

Peters Arizona LLC

2013 - 2016 (3 years)

Lpl Financial, LLC

2009 - 2009 (< 1 year)

Liberty Tax Service

2009 - 2013 (4 years)

Sagepoint Financial, Inc

2007 - 2013 (6 years)

Aig Financial Advisors

Disclosures

John Peters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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