Broker Check
Jim Peters, CWS®

Jim Peters, CWS®

Financial Consultant

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.

 

James B. Peters IAR Brochure