Jay Peters is a CFP, ChFC-designated registered investment advisor at Aech Financial, based in Fenton, MO, with 11 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 82 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for household assets over $5,000,000 are negotiable.
Fee Estimator
Location
Fenton, MO
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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 Activities
Jay works as a financial advisor for MSMF Wealth Management, dedicating nearly full-time hours to financial plans, portfolio management, trading, and client services. He also holds various positions in networking groups, real estate, and a homeowners association, requiring minimal time commitment.
Employment History
Current Registrations
Aech Financial
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.
Exams
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