Jalen
Galvanoni-Peatry
Coppell Advisory Solutions LLC
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About this Advisor
Jalen Galvanoni-Peatry is a financial advisor based in Meridian, Idaho, working with Coppell Advisory Solutions LLC. Jalen has previously held positions at Key Investment Services, LLC, Keybank, Boise State University, Trabuco Hills High School, Rsm Intermediate, Freedom Private Wealth, and Coppell Advisory Solutions LLC. Jalen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho. Currently, Jalen is part of Coppell Advisory Solutions LLC, which operates out of Meridian, Idaho. The firm has 24 offices and 76 employees. The firm manages assets totaling $849.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coppell Advisory Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$849,564,866
76
7,997
$106,235
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
Jalen Galvanoni-Peatry Work History
Freedom Private Wealth
Coppell Advisory Solutions LLC
Key Investment Services, LLC
Keybank
Keybank
Keybank
Boise State University
Trabuco Hills High School
Rsm Intermediate
Disclosures
Please visit the SEC profile of Jalen Galvanoni-Peatry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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