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Jake P
Series 63, Series 66
Metairie, LA
AE Wealth Management, LLC
Jake Peltier is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including MDRN Capital, Eagle Strategies, and New York Life. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation of insurance recommendations. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.
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