Jenee Peters has been an investment adviser representative at Naples Wealth Planning since November 2025, and is not listed among the firm’s executive officers or direct owners. Jenee Peters holds a Bachelors in Business/Finance from Baldwin-Wallace University.
Naples Wealth Planning, LLC is a Bonita Springs, FL firm with $227M under management, 226 clients and 10 advisers in one office, as of its April 2026 filing.
Jeneé Peters is Managing Director, Wealth Management at Naples Wealth Planning, where she is Managing Director of the Tampa Division. She has over 15 years experience in wealth management. While managing portfolios, she customizes individualized strategies for her clients' goals while mitigating risk, and collaborates with clients' other advisors, including attorneys and accountants, on tax, trust, and estate concerns. Her clients include business owners, professional athletes, corporate executives and physicians.
Jenee Peters’ longest registration was 5 years at Oppenheimer & Co. Inc. (2010–2016). Before joining Naples Wealth Planning in 2025, Jenee Peters was registered through Imprint Wealth LLC and Laidlaw Wealth Management LLC.
- Naples Wealth PlanningCurrent– present · under a yearTarpon Springs, FL · Adviser representative · Firm CRD 330316
- Imprint Wealth LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 322130
- Laidlaw Wealth Management LLC– · 2 yearsTrinity, FL · Adviser representative · Firm CRD 150040
- Naples Wealth Planning– · 2 yearsTrinity, FL · Adviser representative · Firm CRD 281234
- Platinum Wealth Partners– · 1 yearTampa, FL · Adviser representative · Firm CRD 145507
- Oppenheimer & Co. Inc.– · 5 yearsTampa, FL · Adviser representative · Firm CRD 249
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearNorth Olmsted, OH · Adviser representative · Firm CRD 7691
- Wachovia Securities, LLC– · 4 yearsWestlake, OH · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jenee Peters is registered as an investment adviser representative in 2 states. Each was approved in November 2025.
- FloridaSince 5 November 2025
- OhioSince 10 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 March 2004 |
| Series 7 | General Securities Representative Examination | 13 February 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jenee C Peters
- CRD
- 4729371
- Firm
- Naples Wealth Planning · CRD 330316
- Office
- Tarpon Springs, FL
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- napleswealthplanning.com
Where does Jenee Peters work?
Jenee Peters is an investment adviser representative registered through Naples Wealth Planning, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jenee Peters a financial advisor?
Yes. Jenee Peters has a current investment-adviser registration in Florida and Ohio, through Naples Wealth Planning since November 2025.
How many years of experience does Jenee Peters have?
Jenee Peters has 20 years in the financial industry, since November 2005, across 8 adviser firms.
What exams has Jenee Peters passed?
Jenee Peters has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2004. FINRA credited Jenee Peters with the SIE, which began in October 2018.
Where did Jenee Peters work before Naples Wealth Planning?
Before Naples Wealth Planning, Jenee Peters was registered through Imprint Wealth LLC, July 2023 to September 2024; Laidlaw Wealth Management LLC, December 2020 to August 2023; Naples Wealth Planning (CRD 281234), July 2018 to December 2020; Platinum Wealth Partners, June 2016 to December 2017; Oppenheimer & Co. Inc., September 2010 to June 2016; Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2008 to August 2010; Wachovia Securities, LLC, September 2004 to November 2008.
Where is Jenee Peters based?
Jenee Peters’ registered office is in Tarpon Springs, FL.
Is Jenee Peters registered with FINRA?
No. Jenee Peters has no current broker registration.
How can I verify Jenee Peters’ record?
Search CRD 4729371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jenee Peters’ full registration record.
