JP
Jay W. Peters
AECH FINANCIAL
FENTON, MO 63026
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CRD#: 6463221
JP
Professional summary
Jay Warren Peters, AIF®, CFP® is a registered financial advisor currently at AECH FINANCIAL located in Fenton, Missouri.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jay has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF OTHER BUSINESS: KELLER WILLIAMS INVESTMENT RELATED: NO; ADDRESS: 1717 HIDDEN CREEK CT, ST. LOUIS, MO 63131; NATURE OF BUSINESS: REAL ESTATE; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MEMBER ONLY TO RECEIVE EXCLUSIVE CONFERENCES FOR NETWORKING AND MARKETING; 2) NAME OF OTHER BUSINESS: WELCOME TO THE CAUSE, INVESTMENT RELATED: NO, ADDRESS: P.O. BOX 210365, ROYAL PALM BEACH, FL 33421, NATURE OF BUSINESS: REFERRAL PARTNER, START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE GENERAL STRATEGIES AND BEST PRACTICES IN EXCHANGE FOR REFERRALS; 3) NAME OF OTHER BUSINESS: SUMMIT RIDGE ESTATES HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 3 HOLLENBERG CT BRIDGETON, MO 63044; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE OVERSIGHT, MAINTENANCE OF THE INDENTURES, FINANCES, AND COMMON GROUND OF OUR SUBDIVISION. 4) Principal of Insurance 5) NAME OF OTHER BUSINESS: JWP Financial, LLC INVESTMENT RELATED: YES; NATURE OF BUSINESS: S Corp for tax purposes of previous position; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: Financial Planning
CRS (Client Relationship Summary) - RIA
Click below to view Jay Warren Peters's 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®
CFP®
Start date: 2017
Experience
Current
July 8, 2025 - Present
AECH FINANCIAL
Office #1: 1809 Charles Thomas Ln, Fenton, MO 63026RIA
CRD#: 336460
FENTON, MO
Past
March 1, 2016 - June 12, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ST. LOUIS, MO
Past
March 1, 2016 - June 12, 2025
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
ST. LOUIS, MO
Past
July 10, 2015 - November 18, 2015
EDWARD JONES
RIA
CRD#: 250
ARNOLD, MO
Past
April 28, 2015 - November 18, 2015
EDWARD JONES
BD
CRD#: 250
ARNOLD, MO
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
Missouri(7/8/2025)
IAR
Texas(7/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
AECH FINANCIAL
AECH FINANCIAL
CRD#: 336460 / SEC#:
Missouri
Registered Investment Advisory firm - (7/7/2025 Approved)Texas
Registered Investment Advisory firm - (5/14/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1809 Charles Thomas Ln, Fenton, MO 63026
Mailing Address
Phone number
(636) 388-3129
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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