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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey James Peters is an Investment Advisor Representative associated with Cerity Partners LLC in San Francisco, California. Jeffrey has been in the industry since April 2011. Jeffrey holds a Series 65 license and is registered in California. Jeffrey has a strong focus on working with individuals, pension and profit sharing plans, corporations, charitable organizations and pooled investment vehicles. Cerity Partners LLC is a fee-based firm that offers a variety of financial planning and portfolio management services.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/12/2023 - Present
Cerity Partners LLC (SAN FRANCISCO CA)
IA
Issued 06/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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