As the Vice President, Mr. Peters’ key roles include the oversight of key distribution and advisor-based enterprise partnerships, reviewing fund strategists and Sub-Advisors, and participation on the executive management team.

Jack also focuses on teaching and guiding advisors through the business-building and financial-advising process. He coaches advisors as they build their skills in acquiring new business, maintaining client relationships, managing assets, planning for income, and building a successful financial advisory business.

Jack is a veteran of the financial services industry with experience in sales and marketing of insurance products and 8 years of investment advisory experience since joining Horter in 2012. He has consulted with and advised independent planners, registered representatives, stockbrokers, national banks, major New York wire house and regional NYSE firms. He also manages an advisory practice with the goal of preserving retirement income and capital.

Jack is a registered Investment Advisor Representative and has previously held FINRA Securities licenses that include the Series 6 and 63.

 Jack Peters