President
Current
Sep 2024 - Present
AeroLeads people directory · profile
Jack Peters Email & Phone Number
President, Global View Capital Advisors
at
Global View Capital Advisors
1 work email found
@him-ria.com
3 phones found area 513
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President, Global View Capital Advisors
Location
Colgate, Wisconsin, United States
Who is Jack Peters? Overview
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Quick answer
Jack Peters is listed as President, Global View Capital Advisors at Global View Capital Advisors, based in Colgate, Wisconsin, United States. AeroLeads shows a work email signal at him-ria.com, phone signal with area code 513, and a matched LinkedIn profile for Jack Peters.
Jack Peters previously worked as President at Global View Capital Advisors and National Sales Director at Global View Capital Management, Ltd.. Jack Peters studied at Marquette University.
Company email context
Email format at Global View Capital Advisors
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{first}@him-ria.com
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AeroLeads found 1 current-domain work email signal for Jack Peters. Compare company email patterns before reaching out.
Profile bio
About Jack Peters
A 37 year veteran of the Financial Services Industry, Jack brings a wealth of knowledge and experience to his firm. Over the years, he has been involved in nearly every aspect of the financial services business. Over the last 37 years, Jack has consulted with, and advised Independent Planners, Registered Representatives, Stock Brokers, National Banks, major New York wirehouse firms and Regional NYSE firms. Jack specialized in the area of wealth creation, wealth preservation, and wealth transfer. Jack has also successfully managed his own advisory practice.During the last several years, Jack has realized that most investors desire to have a leader in their life. A Guide. A Safe Harbor. Jack is a fiduciary. His success is underscored by achievements that the majority of financial advisors in business lack today. Jack is a retirement income, and capital preservation specialist.Jack came to the conclusion that there was a tremendous opportunity to help advisors lead their clients to a better life. With his unique multi-dimensional skill-set, Jack brings significant income planning, asset management experience and industry knowledge to help individuals achieve their ideal future.
Listed skills include Financial Advisory, Retirement Planning, Wealth Management, Investments, and 20 others.
Current workplace
Jack Peters's current company
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5 roles
Jack Peters work experience
A career timeline built from the work history available for this profile.
National Sales Director
CurrentJack has 38 years of business experiences that has allowed him to help lead the organization. He has consulted with and advised independent planners, registered representatives, stock brokers, national banks, major New York wire house firms and regional NYSE firms. He manages a successful advisory practice, specializing in retirement income and capital preservation.As the National Sales Director, Jack focuses on teaching and guiding advisors through the business building and financial advising process. He coaches advisors as they build their skills in developing new business, maintaining client relationships, managing assets, planning for income, and building a successful financial advising business.He leads the business development effort to identify new strategic enterprise level partnerships and plays a key role in ensuring and delivering positive results for advisors.Jack believes in serving as a steward of his Cincinnati community. He has been very involved with the Little Miami Chamber Alliance and numerous outreach programs associated with Cincinnati Children’s Hospital Medical Center. Jack is a proud Marquette University alum.
Mar 2023 - Present
Founder, Chief Income Architect
Tactical Income Architects, Llc
Retirement Income Planning Specialist for more than 30 years.
Nov 2019 - Mar 2022
Executive Vice President
Jack is a former partner and owner of the firm. He lead the effort to identify new strategic enterprise level partnerships and plays a key role in ensuring and delivering positive results for clients.
Dec 2012 - Mar 2022
Regional Vice President Sales
Capitas Financial is the largest advanced planning firm in the country. Jack specializes in wealth transfer strategies and business succession planning for the affluent marketplace. He provides sales and marketing assistance, individual case design and point-of-sale support to financial and investment professionals of national and regional broker/dealers, financial planners, independent agents, banks, CPA firms, and attorneys. Jack provides a sophisticated, unbiased solution to his partners and personal clientele.
Dec 2002 - Dec 2012
1 education record
Jack Peters education
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Marquette University
FAQ
Frequently asked questions about Jack Peters
Quick answers generated from the profile data available on this page.
What company does Jack Peters work for?
Jack Peters works for Global View Capital Advisors.
What is Jack Peters's role at Global View Capital Advisors?
Jack Peters is listed as President, Global View Capital Advisors at Global View Capital Advisors.
What is Jack Peters's email address?
AeroLeads has found 1 work email signal at @him-ria.com for Jack Peters at Global View Capital Advisors.
What is Jack Peters's phone number?
AeroLeads has found 3 phone signal(s) with area code 513 for Jack Peters at Global View Capital Advisors.
Where is Jack Peters based?
Jack Peters is based in Colgate, Wisconsin, United States while working with Global View Capital Advisors.
What companies has Jack Peters worked for?
Jack Peters has worked for Global View Capital Advisors, Global View Capital Management, Ltd., Tactical Income Architects, Llc, Horter Investment Management, Llc, and Capitas Financial.
How can I contact Jack Peters?
You can use AeroLeads to view verified contact signals for Jack Peters at Global View Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jack Peters attend?
Jack Peters studied at Marquette University.
What skills is Jack Peters known for?
Jack Peters is listed with skills including Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, and Long Term Care.
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