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Jeffrey P
Series 63, Series 66
North Bend, NE
Cambridge Investment Research Advisors
Jeffrey Peters is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 designations and 24 years of industry experience. Prior to joining Cambridge in 2016, he worked at D.A. Davidson & Co. and Smith Hayes Advisers. He is also involved with Peters Wealth Management, where he serves as an investment adviser representative. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.
James G
Series 66
North Bend, NE
LPL Financial
James Gilbert is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2020 and has been involved with Securus, Inc. and Securities America Advisors Inc. since 1999. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a broad network of investment adviser representatives.
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