Unclaimed
Jamie Peterson is a financial advisor with Edward Jones, a firm with a strong reputation for providing personalized financial advice. Jamie has been in the financial industry since 2013 and has a background in banking. Jamie has a broad range of expertise, including financial planning, portfolio management, and retirement planning. Jamie is dedicated to helping clients achieve their financial goals, whether it's saving for retirement, planning for college, or managing their investments.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
11/19/2024 - Present
Edward Jones (ALEXANDRIA LA)
Active
Inactive
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