linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jake Peltier

Mdrn Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jake? Claim Your Profile

About Jake Peltier

Jake Peltier is a registered investment advisor representative with MDRN Capital, LLC. Jake has been in the securities industry for over 4 years and holds several licenses including Series 66, 63, 7 and SIE. Jake also holds licenses in Alabama, Florida, Louisiana and Texas. In addition to his financial advisor role, Jake is also a licensed insurance agent. Jake specializes in financial planning, portfolio management for individuals and selection of other advisors. Jake is committed to providing clients with comprehensive financial advice and guidance.

Firm Information

Jake Peltier is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jake Peltier’s Registration & Firm History

MD

12/19/2024 - Present

Mdrn Capital (ANNAPOLIS MD)

Not sure if Jake Peltier is right for you?

Licenses & Designations

BOTH

Issued 08/20/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Peltier.
Not sure if Jake Peltier is right for you?