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WP

Wayne L. Pierce

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CRD#: 1233383
WP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wayne Leslie Pierce was a registered financial professional .

Wayne is a previously registered financial professional and started their career in finance in 1984. Wayne had worked at 11 firms and has passed the Series 63, Series 65, Series 79TO, Series 62, Series 52TO, Series 7TO, SIE, Series 50, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 13, 2022 - September 1, 2023

JOSEPH EDEN CAPITAL, LLC

BD
CRD#: 310317
Forest Park, IL
Past

January 21, 2020 - December 7, 2020

ANDES CAPITAL GROUP, LLC

BD
CRD#: 139212
CHICAGO, IL
Past

October 17, 2011 - January 23, 2018

STERN BROTHERS & CO.

BD
CRD#: 16325
CHICAGO, IL
Past

July 11, 2011 - October 24, 2011

GRIGSBY & ASSOCIATES, INC.

BD
CRD#: 13364
CHICAGO, IL
Past

October 10, 2008 - February 10, 2011

MELVIN SECURITIES, L.L.C.

BD
CRD#: 29767
CHICAGO, IL
Past

January 4, 2006 - October 1, 2008

SBK-BROOKS INVESTMENT CORP.

BD
CRD#: 35851
CHICAGO, IL
Past

April 15, 2004 - January 9, 2006

SECURITRADE CORPORATION

BD
CRD#: 35520
IRVING, TX
Past

October 16, 2001 - April 16, 2002

TITLE SECURITIES, INC.

BD
CRD#: 30057
CHICAGO, IL
Past

June 24, 1999 - December 20, 1999

BEREAN CAPITAL INCORPORATED

BD
CRD#: 24915
CHICAGO, IL
Past

August 24, 1994 - May 30, 1997

PIERCE & COMPANY L.P.

BD
CRD#: 36149
Past

January 25, 1984 - March 30, 1993

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/24/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/29/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JE
JOSEPH EDEN CAPITAL, LLC
JOS | JOSEPH EDEN INVESTMENTS, LLC | JOSEPH EDEN CAPITAL, LLC

CRD#: 310317 / SEC#: , 8-70574

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
7600 W. Roosevelt Rd., Forest Park, IL 60130
Mailing Address
7600 W. Roosevelt Rd., Forest Park, IL 60130
Phone number
(312) 585-8478
Established
Illinois since 06/16/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JOSEPH FUND, INC.SOLE MEMBER
BOMA, BRITTANY KCCO & AMLCO7448202
SERRA, CARL ANTHONY IIIFINOP3179039

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JOSEPH EDEN CAPITAL, LLC

CRD#: 310317

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