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portrait of Jamie Wolcott Peters
FINANCIAL ADVISOR

Jamie Wolcott Peters

41067 Big Bear Blvd, Big Bear Lake, CA 92315opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Jamie

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...

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Divorce Finances

Work History

  • Edward JonesMarch 2009 to Current

Education

  • Florida State UniversityBachelor of Science

Team Members

  • Wendy Diemert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(909) 866-8422

Fax

(877) 222-0034

Office Address

41067 Big Bear Blvd
Big Bear Lake, CA 92315opens in a new window

Mailing address

P O Box 7154
Big Bear Lake, CA 92315

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