Jeffrey Peace
Jeffrey Peace is a registered investment advisor at Ameriprise Financial Services, LLC, based in Texarkana, TX, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Texarkana, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an agent of record on inherited annuities and other non-variable insurance products, dedicating minimal time to this. He also operates under the DBAs Jeff Peace Financial and Peace Wealth Advisors for his LPL business, spending nearly all of his time on the latter. Additionally, Jeffrey provides investment advisory services through Intrua Financial, LLC, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Intrua Financial
Intrua Advisory Group LLC
360 Wealth Management, LLC
LPL Financial LLCBroker
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.