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Jim Peters

Financial Consultant and Wealth Manager

Triumph Capital Management

United States, Colorado, Louisville

About Me

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.

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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