Jeanne J. Peterson,  CFP<sup>&reg;</sup> - Financial Advisor

Jeanne J. Peterson, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

6817 Southpoint Pkwy., Suite 1001
Jacksonville, FL 32216
FINANCIAL ADVISOR'S WEBSITE
(904) 475-2980 CONNECT WITH Jeanne
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General

Jeanne Peterson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Jacksonville, FL and the surrounding communities.

Financial Advisor Experience

16+ years experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - LUTCF, CLTC

Insurance Licenses

  • Life insurance: FL, GA, TN, TX
  • Health/disability insurance: FL, GA, TN, TX
  • Fixed annuities: FL, GA, TN, TX
  • Variable annuities: FL, GA, TN, TX

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Women's Finances

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