Jamie Lyn Peak
Investment adviser representative at Impact Partnership Wealth, LLC
13 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Impact Partnership Wealth, LLCOct 2024 to now
- Hughes Retirement GroupJan 2023 to now
- Brookstone Wealth AdvisorsJan 2023 to Sep 2024
- LPL Financial, LLCSep 2021 to Feb 2023
- Wells Fargo Advisors Financial Network, LLCJul 2021 to Sep 2021
- LPL Financial, LLCSep 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TN).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2984739
- Firm CRD
- 313928