Jeffrey T. Pierce
Professional summary
Jeffrey Taylor Pierce, who also goes by Jeff Taylor Pierce, is a registered financial advisor currently at THE CLARIUS GROUP, LLC located in Seattle, Washington.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Taylor Pierce's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 23, 2021 - Present
THE CLARIUS GROUP, LLC
Office #1: 999 Third Avenue, Suite 3050, Seattle, WA 98104November 20, 2017 - November 4, 2021
FISHER INVESTMENTS
Primary Firm SEC Registration
THE CLARIUS GROUP, LLC
CRD#: 173347 / SEC#: 801-80681
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/23/2021)
Current Firm
THE CLARIUS GROUP, LLC
CRD#: 173347 / SEC#: 801-80681
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,511 |
| AUM (Assets Under Management) | $ 4,680,010,497 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2025 | ||
| 07/25/2023 | ||
| 01/26/2023 |
Red Flags
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