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Jeffrey Don Peace

COGENT ADVISORY GROUP LLC·ATLANTA, Texas
SIE, Series 7, Series 63, Series 66Clean record19 years registeredCOGENT ADVISORY GROUP LLC
1004 N LOUISE STREET, ATLANTA, TX 75551CRD# 4752148Firm CRD# 169512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Don Peace · ATLANTA, TX
Registration
CRD #4752148 · COGENT ADVISORY GROUP LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

AMERIPRISE FINANCIAL SERVICES, LLC
Oct 2025 – present
LPL FINANCIAL LLC
Dec 2023 – Nov 2025
ATLANTA, TX
LPL FINANCIAL LLC
Dec 2023 – Dec 2023
ATLANTA, TX
INTRUA FINANCIAL
Nov 2021 – Mar 2025
Atlanta, TX
INTRUA ADVISORY GROUP LLC
Jan 2014 – Dec 2021
HOUSTON, TX
360 WEALTH MANAGEMENT, LLC
Jan 2013 – Apr 2014
ATLANTA, TX
SWS FINANCIAL SERVICES, INC.
Jun 2009 – Dec 2012
ATLANTA, TX
EDWARD JONES
Feb 2007 – Jun 2009
ATLANTA, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · February 9, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTRUA ADVISORY GROUP LLC
CRD 169512 · SEC 801-88170
AUM
$169M
Regulatory assets under management
Employees
10
982 client accounts
Services offered by INTRUA ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTRUA ADVISORY GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Don Peace offer?
Jeffrey Don Peace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Texas for a consultation.
What are Jeffrey Don Peace's credentials?
Jeffrey Don Peace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Don Peace located?
Jeffrey Don Peace is based in ATLANTA, Texas, working with COGENT ADVISORY GROUP LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Jeffrey Don Peace charge for services?
Jeffrey Don Peace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COGENT ADVISORY GROUP LLC?
COGENT ADVISORY GROUP LLC has approximately 10 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COGENT ADVISORY GROUP LLC

Brandon Renfro
TEXARKANA, TX
Devin Anthony Carroll
TEXARKANA, TX
CFP

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