Jack Peters

Jack Peters Email and Phone Number

President, Global View Capital Advisors @ Global View Capital Advisors
Jack Peters's Location
Colgate, Wisconsin, United States, United States
Jack Peters's Contact Details
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.

Jack Peters's Current Company Details
Global View Capital Advisors

Global View Capital Advisors

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President, Global View Capital Advisors
Jack Peters Work Experience Details
  • Global View Capital Advisors
    President
    Global View Capital Advisors Sep 2024 - Present
    Waukesha, Wi, Us
    View
  • Global View Capital Management, Ltd.
    National Sales Director
    Global View Capital Management, Ltd. Mar 2023 - Present
    Waukesha, Wi, Us
    Jack 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.
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  • Tactical Income Architects, Llc
    Founder, Chief Income Architect
    Tactical Income Architects, Llc Nov 2019 - Mar 2022
    Retirement Income Planning Specialist for more than 30 years.
  • Horter Investment Management, Llc
    Executive Vice President
    Horter Investment Management, Llc Dec 2012 - Mar 2022
    Cincinnati, Ohio, Us
    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.
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  • Capitas Financial
    Regional Vice President Sales
    Capitas Financial Dec 2002 - Dec 2012
    Minneapolis, Mn, Us
    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.
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Jack Peters Skills

Financial Advisory Retirement Planning Wealth Management Investments Fixed Annuities Life Insurance Disability Insurance Long Term Care Insurance Retirement Estate Planning Term Life Insurance Strategic Financial Planning Long Term Care Insurance Wealth 401k Financial Planners Financial Services Asset Management Sales Wealth Management Services Investment Management Series 7 Iras

Jack Peters Education Details

  • Marquette University
    Marquette University

Frequently Asked Questions about Jack Peters

What company does Jack Peters work for?

Jack Peters works for Global View Capital Advisors

What is Jack Peters's role at the current company?

Jack Peters's current role is President, Global View Capital Advisors.

What is Jack Peters's email address?

Jack Peters's email address is ja****@****ria.com

What is Jack Peters's direct phone number?

Jack Peters's direct phone number is +151325*****

What schools did Jack Peters attend?

Jack Peters attended Marquette University.

What skills is Jack Peters known for?

Jack Peters has skills like Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care, Insurance, Retirement, Estate Planning, Term Life Insurance.

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