Jamie Lyn Peak | Financial Professional | Cleveland, Tennessee | IMPACT PARTNERSHIP WEALTH, LLC

Professional summary

Jamie Lyn Peak, who also goes by Jamie Lyn Climer, Jamie Lyn Peak, Jamie Lyn Scott, Jamie Lyn Sims, Jamie Sims, Jamie Peak Sullens, Jamie Lyn Winnie, Jamie Winnie, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Cleveland, Tennessee.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jamie has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Notary - Jamie Lyn Peak; Not Investment Related; 1035 Peerless Crossing NW Cleveland, TN 37312; Notary; Notary; 1/2005; Approx. 1hr/Mo; Approx. 0hrs/Mo during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lyn Peak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2024 - Present

IMPACT PARTNERSHIP WEALTH, LLC

Office #1: 1035 Peerless Crossing Nw, Cleveland, TN 37312

RIA

CRD#: 313928

Cleveland, TN

Past

January 25, 2023 - October 7, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Cleveland, TN

Past

September 21, 2021 - February 9, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHATTANOOGA, TN

Past

September 15, 2021 - February 9, 2023

LPL FINANCIAL LLC

BD

CRD#: 6413

CHATTANOOGA, TN

Past

August 3, 2021 - September 17, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHATTANOOGA, TN

Past

August 2, 2021 - September 17, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD

CRD#: 11025

CHATTANOOGA, TN

Past

June 8, 2015 - June 9, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHATTANOOGA, TN

Past

September 8, 2014 - June 9, 2021

LPL FINANCIAL LLC

BD

CRD#: 6413

CHATTANOOGA, TN

Past

September 8, 2009 - October 11, 2010

LPL FINANCIAL LLC

BD

CRD#: 6413

CHATTANOOGA, TN

Past

November 16, 2004 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD

CRD#: 4806

CHATTANOOGA, TN

Past

June 18, 2004 - November 12, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD

CRD#: 2881

MILWAUKEE, WI

Past

September 4, 2002 - May 5, 2004

FSC SECURITIES CORPORATION

BD

CRD#: 7461

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(10/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 6/5/2015

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 3/31/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 9/8/2014

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 4/10/2003

General Securities Principal Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Mailing Address

Phone number

(800) 380-5040

Established

Firm type

Fiscal year end

# of Employees

78

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jamie L. Peak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lyn Peak's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2015

Series 63

Date: 3/31/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2014

Series 24

Date: 4/10/2003

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

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