JP
Justin T. Pierce
FORTRESS FINANCIAL SOLUTIONS
Charlotte, NC
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CRD#: 6090682
JP
Professional summary
Justin Thomas Pierce, who also goes by Justin T Pierce, Justin Pierce, is a registered financial advisor currently at FORTRESS FINANCIAL SOLUTIONS, LLC located in Charlotte, North Carolina.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Justin has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin T Pierce | Justin Pierce
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.
Through Federal Employee Benefits Advisors (FEBA), LLC, Triumph Enterprises, LLC offers life insurance and fixed annuity products. This is non-investment related business. Mr. Pierce is the owner of this company, and has worked with this company since June 4, 2007 to present. Mr. Pierce spends 100 hours per month and 75 hours per month during trading hours on this enterprise. The business' address is 5606 Fenway Drive, Charlotte, NC 28273. He spends 160 hours per month and 100 hours a month during trading hours on this enterprise. Mr. Pierce obtained the Federal Retirement Consultant (FRC) designation in 2021.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Thomas Pierce's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 19, 2025 - Present
FORTRESS FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 143969
Charlotte, NC
Past
August 1, 2019 - December 31, 2024
FORTRESS FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 143969
TUCSON, AZ
Past
July 23, 2018 - January 31, 2019
INTEGRITY ALLIANCE, LLC.
RIA
CRD#: 139627
Tucson, AZ
Past
December 4, 2012 - October 23, 2017
NOVA FINANCIAL SERVICES
RIA
CRD#: 150148
TUCSON, AZ
Past
June 29, 2012 - November 21, 2012
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
TUCSON, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE
CRD#: 143969 / SEC#: 801-131567
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)California
Registered Investment Advisory firm - (1/2/2025 Terminated)Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(4/22/2025)
IAR
North Carolina(2/19/2025)
Current Firm
FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE
CRD#: 143969 / SEC#: 801-131567
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)California
Registered Investment Advisory firm - (1/2/2025 Terminated)Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718
Mailing Address
Phone number
(520) 751-8600
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 130,161,738 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
