Jason
Peirce

Peirce Capital Management, LLC

CRD#7657195
Investment Advisor
in Spring, TX

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About this Advisor

Jason Peirce is a financial advisor based in Spring, Texas, working with Peirce Capital Management, LLC. Jason has previously held positions at Peirce Capital Management, Rover, Mercatus Center, Texas Tech University, and The Woodlands Township. Jason has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Jason is part of Peirce Capital Management, LLC, which operates out of Spring, Texas. The firm has 6 employees and manages assets totaling $407.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Peirce Capital Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

4840 W. Panther Creek, Suite 210
Spring, TX 77381-6647

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Peirce Capital Management, LLC Brokerage Details

Total Assets Under Management

$407,235,039

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

906

TX Average: 2,315
Average Account Size

$449,487

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jason Peirce Work History

2022 - Present (2 years)

Peirce Capital Management

2021 - 2021 (< 1 year)

Rover

2019 - 2021 (2 years)

Mercatus Center

2014 - 2019 (5 years)

Texas Tech University

2014 - 2014 (< 1 year)

The Woodlands Township

Disclosures

Please visit the SEC profile of Jason Peirce 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 Peirce Capital Management, LLC

Jason Peirce
Spring, TX
Daniel Bingham
Spring, TX
Mark Heider
Spring, TX
George Williamson
Spring, TX
Wesley Peirce
Spring, TX
Bradly Berg
Spring, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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