TrueAdvisor
TrueAdvisor
JP
CFP
JP
CFP

John Peters

Edward Jones
20 Years of Experience
Tempe, AZ
Broker
View SEC Summary
View SEC Summary

John Peters is a CFP-designated registered investment advisor at Edward Jones, based in Tempe, AZ, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8620 South River Parkway, Tempe, AZ, 85284

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

John is involved in several real estate ventures, including rental properties and a mobile home buying/selling LLC. He also participates in Uber ride sharing and has LLCs for asset protection and estate planning purposes.

Employment History
Current Registrations
Edward Jones
October 2016 - Present · 10 yrs
Edward JonesBroker
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLC
August 2013 - October 2016 · 3 yrs 2 mos
LPL Financial LLCBroker
August 2013 - October 2016 · 3 yrs 2 mos
Sagepoint Financial, INC.
August 2010 - August 2013 · 3 yrs
Fsc Securities CorporationBroker
January 2010 - August 2013 · 3 yrs 7 mos
Royal Alliance Associates, INC.Broker
February 2009 - August 2013 · 4 yrs 6 mos
Sagepoint Financial, INC.Broker
May 2007 - August 2013 · 6 yrs 3 mos
Edward JonesBroker
August 2006 - May 2007 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Tempe, AZ →All financial advisors in Arizona →