Zachary
Pierson

Johnson Investment Counsel, Inc

CRD#4966775
Investment Advisor
in Cincinnati, OH

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About this Advisor

Zachary Pierson is a certified financial planner who works in Cincinnati, Ohio with 10 years of industry experience. Pierson is an advisor for Johnson Investment Counsel, Inc. They have spent the entirety of their employment at Johnson Investment Counsel, Inc. Pierson maintains a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Ohio. Johnson Investment Counsel, Inc is a registered investment company that has its headquarters in Cincinnati, OH. The company has offices in five locations and a total of 131 financial advisors. It oversees $16 billion in assets among its 14,346 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 100 charitable organizations. Of its 14,346 accounts, 48% belong to high-net-worth clients who have at least $1 million in assets. Johnson Investment Counsel, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Johnson Investment Counsel, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3777 West Fork Road
Cincinnati, OH 45247

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Johnson Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$16,313,911,333

OH Average: $2,106,341,625
Total Number of Employees

131

OH Average: 34
Total Number of Accounts

14,346

OH Average: 1,972
Average Account Size

$1,137,175

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Zachary Pierson Work History

Zachary has been registered as a financial advisor for 10 years.*

2008 - Present (16 years)

Johnson Investment Counsel, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Pierson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Investment Counsel, Inc

Charles Rinehart
Cincinnati, OH
Andrea Ernst
Cincinnati, OH
Anthony Kure
Cincinnati, OH
Christian Brandetsas
Cincinnati, OH
Chad Maggard
Cincinnati, OH
Joseph Radigan
Cincinnati, OH
Simon Buchman
Cincinnati, OH
Victor Doherty
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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