Jeffery D. Fierce
Professional summary
Jeffery David Fierce, who also goes by Jeffrey David Fierce, is a registered financial advisor currently at FIERCE WEALTH MANAGEMENT GROUP LLC located in Indianapolis, Indiana and LPL FINANCIAL LLC located in Indianapolis, Indiana.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jeffery has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery David Fierce's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2024 - Present
FIERCE WEALTH MANAGEMENT GROUP LLC
Office #1: 9045 River Road Suite 401, Indianapolis, IN 46240January 16, 2009 - Present
LPL FINANCIAL LLC
Office #1: 9045 River Road, Suite 401, Indianapolis, IN 46240January 16, 2009 - May 3, 2024
LPL FINANCIAL LLC
December 15, 1998 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 19, 1996 - January 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 22, 1994 - February 15, 1996
H.J. MEYERS & CO., INC.
August 8, 1994 - August 19, 1994
WESTFIELD FINANCIAL CORPORATION
June 26, 1991 - September 15, 1994
HIBBARD BROWN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/20/2020)
(8/17/2018)
(8/18/2021)
(1/16/2009)
(1/20/2009)
(1/9/2024)
(1/16/2009)
(1/4/2013)
(8/11/2009)
(3/12/2009)
(1/10/2013)
(2/14/2024)
(2/21/2018)
(1/8/2015)
Exams
FINRA
Current Firm
FIERCE WEALTH MANAGEMENT GROUP LLC
CRD#: 329282 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 69,179,366 |
Red Flags
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