Mr. Peters is a Financial Consultant at Triumph Wealth Management. He is a cum laude graduate of Ohio University with a bachelor's degree in business administration with a focus on finance. Jim passed his Series 7 and currently holds his Series 66 registration and is licensed to sell life, health, and long-term care insurance. Additionally, he holds a Certified Wealth Strategist (CWS) designation. Since 2007, Jim and long-time business partner Mr. Ryan Cook have built a reputable financial services practice in the North Metro Denver and Boulder Valley Areas. They focus their practice on wholistic, forward-looking retirement planning for individuals and families.
Jim Peters
Financial Consultant and Wealth Manager
Triumph Capital Management
United States, Colorado, Louisville
About Me
Profile Information
Financial Consultant and Wealth Manager
Triumph Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Louisville
Colorado
United States
Sep 3, 2024
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