Jeffrey Peace
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameriprise
Location
Texarkana, TX
Credentials
Series 63, Series 66
Industry experience
22 years
About
Jeffrey Peace is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Intrua Advisory Group LLC, and Intrua Financial, LLC. Outside of his advisory role, he owns Peace Financial LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
Texarkana, TX
Most active in
Jeffrey P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Ameriprise
2025 - Present (1 year)
Intrua Financial, LLC
2021 - 2023 (2 years)
Intrua Advisory Group LLC (DBA: Cogent Advisory Group LLC)
2014 - 2021 (7 years)
LPL Financial
2012 - 2025 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Keith G
Series 63, Series 65
Texarkana, TX
Garrett Investment Advisory Services, LLC
Koltlon J
Series 65
Texarkana, TX
Floyd Capital Management
Yates F
Series 65
Texarkana, TX
Floyd Capital Management
Benjamin L
Series 65
Texarkana, TX
Floyd Capital Management
Bunn F
Series 63, Series 65
Texarkana, AR
AZA Capital Management
Alexander D
CFP®, Series 63, Series 66
Texarkana, TX
Carroll Advisory Group
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