Jeffrey
Pierce
The Clarius Group, LLC
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About this Advisor
Jeffrey Pierce is a financial advisor based in Seattle, Washington who has 2 years of relevant experience. Pierce currently works for The Clarius Group, LLC. Their career trajectory has included roles at Fisher Investments, Apptio, Avista Utilities, Washington University, Mt. Spokane High School and The Clarius Group, LLC. Pierce has a Series 65 license, designating them as an investment advisor representative, and is able to operate in Washington. The Clarius Group, LLC is a registered investment firm that has its headquarters in Seattle, WA. It handles $4 billion in assets under management among its 968 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 16 charities and foundations. Of its 968 accounts, 63% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which service is provided. Fee types billed by The Clarius Group, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Clarius Group, LLC Brokerage Details
$3,721,039,806
35
968
$3,844,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Pierce Work History
Jeffrey has been registered as a financial advisor for 2 years.*
The Clarius Group, LLC
Fisher Investments
Apptio
Avista Utilities
Washington University
Mt. Spokane High School
*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 Jeffrey Pierce 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 The Clarius Group, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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