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JP

Jenee C. Peters

NAPLES WEALTH PLANNING
Tarpon Springs, FL
Some features on this profile are disabled
CRD#: 4729371
JP

Professional summary

Jenee C Peters, who also goes by Jenee C Kirchner, Jenee Campana Peters, Jenee' Campana Peters, is a registered financial advisor currently at NAPLES WEALTH PLANNING located in Tarpon Springs, Florida.

Jenee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jenee has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenee C Kirchner | Jenee Campana Peters | Jenee' Campana Peters

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenee C Peters'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

November 5, 2025 - Present

NAPLES WEALTH PLANNING

RIA
CRD#: 330316
Tarpon Springs, FL
Past

June 27, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA
CRD#: 322130
Naples, FL
Past

July 21, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA
CRD#: 322130
Naples, FL
Past

December 7, 2020 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA
CRD#: 150040
Trinity, FL
Past

July 31, 2018 - December 31, 2020

CAPITALROCK FINANCIAL, LLC

RIA
CRD#: 281234
Trinity, FL
Past

June 3, 2016 - December 11, 2017

PLATINUM WEALTH PARTNERS

RIA
CRD#: 145507
TAMPA, FL
Past

September 1, 2010 - June 1, 2016

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
TAMPA, FL
Past

August 16, 2010 - June 1, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
TAMPA, FL
Past

November 21, 2008 - August 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NORTH OLMSTED, OH
Past

November 21, 2008 - August 26, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NORTH OLMSTED, OH
Past

September 16, 2004 - November 24, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WESTLAKE, OH
Past

February 16, 2004 - November 24, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WESTLAKE, OH

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".
NW
NAPLES WEALTH PLANNING
NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA
Registered Investment Advisory firm - (4/11/2024 Approved)

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
Florida
(11/5/2025)
IAR
Ohio
(11/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/15/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2004
General Securities Representative Examination

Current Firm

NW
NAPLES WEALTH PLANNING
NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA
Registered Investment Advisory firm - (4/11/2024 Approved)
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Contact information

Main Address
3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103
Mailing Address
Phone number
(239) 330-4183
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)
NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts795
AUM (Assets Under Management)$ 356,289,605

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.

Company Information

NAPLES WEALTH PLANNING

CRD#: 330316Tarpon Springs, FL

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