Jeremy
Peters

Commonwealth Financial Network

CRD#4171838
Investment Advisor
in Mason City, IA

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About this Advisor

Jeremy Peters is a financial advisor working out of Mason City, Iowa with a total of 5 years of industry experience. Peters works at Commonwealth Financial Network. Throughout their career, Peters has worked at First Citizens National Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Commonwealth Financial Network and Jp Wealth Advisors. Peters has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Iowa. Commonwealth Financial Network is a financial advisory company operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It administers $146 billion in total assets between its 585,629 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on which service is offered. Fee types billed by Commonwealth Financial Network likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2650 4Th St Sw
Mason City, IA 50401

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

IA Average: $16,012,751,954
Total Number of Employees

4,300

IA Average: 118
Total Number of Accounts

585,629

IA Average: 4,567
Average Account Size

$249,965

IA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeremy Peters Work History

Jeremy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2018 - Present (6 years)

Jp Wealth Advisors

2016 - 2018 (2 years)

Cetera Investment Advisers LLC

2000 - 2018 (18 years)

Cetera Investment Services

1996 - 2018 (22 years)

First Citizens National Bank

*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 Jeremy 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Christopher Lamal
Green Bay, WI
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephen Cefalu
Jacksonville, FL
Peter Leonczyk
Ludlow, MA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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