As your Edward Jones branch team, we want to partner with you in a long-term relationship.
Our goal is to spend time making sure we understand what is important to you. We also must ensure that all of your investments are in your best interest. Then, in order to help keep you on track, we use established processes and personalized strategies.
We want to meet with you at least annually and we are happy to work closely with your other financial, tax and legal professionals in an effort to help you simplify.
I am originally from the East Coast and have lived in Big Bear since 1992. I earned a BA degree from Florida State University in 1986. Locally, I am the former executive director of the Big Bear Lake Resort Association and I also served as the field representative for a former county supervisor.
I began my Edward Jones career as a financial advisor in 2009 and served on the regional leadership team as a new financial advisor coach. During my time with Edward Jones, I have received the Ted Jones Entrepreneurial Award for exceptional achievement in building client relations; the Spirit of Partnership Award and the Century Award for outstanding performance; the Edward D. Jones Sr. Founders Achievement Award; and the TNT Client Development Award for outstanding service.
My son and daughter graduated from Big Bear High School. My daughter is attending college, my son and his wife serve in the Army, and I am now Grammy!
I support several local organizations as well as Comfort Zone Camp, an international group for children who've lost a parent, sibling or caregiver.
Jay Rizzo is my branch office administrator and was recently hired in March of 2020. We are an exceptional team - we truly care, and we are dedicated to providing you with world class service.
I look forward to the opportunity to provide the most appropriate financial strategy for your future.
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Divorce Finances
Mailing AddressP O Box 7154
Big Bear Lake, CA 92315
Phone NumberJamie Wolcott Peters at (909) 866-8422
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