Jack
Peters
Laidlaw Wealth Management LLC
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About this Advisor
Jack Peters is a financial advisor working out of New Port Richey, Florida with a total of 3 years of relevant experience. Peters is currently employed by Laidlaw Wealth Management LLC. Over the course of their career, Peters has held roles at Le Chocolat Du Bouchard, Niu Dining Hall, Full-Time Education, Northern Illinois University, Ralph'S Car Wash, Pomeroy, Ibm, Naples Wealth Planning and Laidlaw Wealth Management Dba Naples Wealth Planning. Peters holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Florida. Laidlaw Wealth Management LLC is an advisory business headquartered in New York, NY. The investment advisory business has offices in five locations and a total of 43 financial advisors. It has $887 million in total assets among its 2,351 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,351 accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on which services are offered. Fees billed by Laidlaw Wealth Management LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Laidlaw Wealth Management LLC Brokerage Details
$886,516,502
43
2,351
$377,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jack Peters Work History
Jack has been registered as a financial advisor for 3 years.*
Laidlaw Wealth Management Dba Naples Wealth Planning
Naples Wealth Planning
Ibm
Pomeroy
Northern Illinois University
Ralph'S Car Wash
Niu Dining Hall
Full-Time Education
Le Chocolat Du Bouchard
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Laidlaw Wealth Management LLC
New York, NY
Naples, FL
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New Port Richey, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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