James Peters has been an investment adviser representative at RPG Family Wealth Advisory since July 2016, and is not listed among the firm’s executive officers or direct owners. James Peters holds a B.S. in Accounting with Minors in Economics and Philosophy from St. Louis University and a Master of Science in Taxation (MST) from Walsh College.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
James F. Peters, Jr. is Managing Director and Co-Chair of the Investment Committee of RPg Family Wealth Advisory. He joined RPg in July 2016 as Senior Portfolio Manager and is responsible for macroeconomic policy, which drives portfolio asset allocation decisions. He has over 40 years of experience providing financial advice to corporations, non-profit organizations and individuals, and previously founded TAG, a registered investment adviser, and served as a partner at the accounting firm Pannel Kerr Forster.
James Peters’ longest registration is the current one, 10 years at Risk Paradigm Group, LLC since 2016. Before joining RPG Family Wealth Advisory in 2016, James Peters was registered through Tactical Allocation Group, LLC.
- Risk Paradigm Group, LLCAlso current– present · 10 yearsBirmingham, MI · Adviser representative · Firm CRD 155870
- – present · 10 yearsBirmingham, MI · Adviser representative · Firm CRD 158528
- Tactical Allocation Group, LLC– · 7 yearsBirmingham, MI · Adviser representative · Firm CRD 132451
Professional designations
Listed by RPG Family Wealth Advisory
- Certified Public Accountant (CPA)
Investment adviser representative registrations
James Peters is registered as an investment adviser representative in Michigan, since July 2016.
- MichiganSince 26 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2010 |
| Series 3 | National Commodity Futures Examination | 23 September 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1986 |
| Series 7 | General Securities Representative Examination | 16 August 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Francis Peters
- CRD
- 1543053
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 255 EAST BROWN STREET, SUITE 101, Birmingham, MI 48009
- Registration
- Investment adviser registration
- In the industry since
- January 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rpgfamilywealthadvisory.com
Where does James Peters work?
James Peters is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since July 2016, and is not listed among the firm’s executive officers or direct owners.
Is James Peters a financial advisor?
Yes. James Peters has a current investment-adviser registration in Michigan, through RPG Family Wealth Advisory since July 2016.
How many years of experience does James Peters have?
James Peters has 36 years in the financial industry, since January 1990, across 3 adviser firms.
What exams has James Peters passed?
James Peters has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in August 1986.
Where is James Peters based?
James Peters’ registered office is in Birmingham, MI.
Is James Peters registered with FINRA?
No. James Peters has no current broker registration.
How can I verify James Peters’ record?
Search CRD 1543053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Peters’ full registration record.
