JP
JP
John Pierce is a registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1700 Lincoln St 10th & 11th Fls, [Ma/Md-Rbo], Denver, CO, 80203
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2010Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
January 2025 - Present · 1 yr 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
January 2023 - November 2024 · 1 yr 10 mos
U.S. Bancorp Investments, INC.
January 2023 - November 2024 · 1 yr 10 mos
Fidelity Personal and Workplace Advisors
September 2021 - January 2023 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
August 2021 - January 2023 · 1 yr 5 mos
Cetera Advisor Networks LLC
May 2021 - June 2021 · 1 mo
Cetera Advisor Networks LLCBroker
September 2019 - June 2021 · 1 yr 9 mos
Summit Financial Group INC
April 2019 - May 2021 · 2 yrs 1 mo
Summit Brokerage Services, INC.Broker
April 2019 - September 2019 · 5 mos
Western Wealth Management LLC
August 2016 - May 2019 · 2 yrs 9 mos
LPL Financial LLCBroker
December 2015 - May 2019 · 3 yrs 5 mos
LPL Financial LLC
December 2015 - December 2016 · 1 yr
Bbva Wealth Solutions INC.
August 2013 - December 2015 · 2 yrs 4 mos
Bbva Securities INC.Broker
August 2013 - December 2015 · 2 yrs 4 mos
Bok Financial Advisors
August 2012 - July 2013 · 11 mos
Bosc, INC.Broker
August 2012 - July 2013 · 11 mos
Bancwest Investment Services, INC.Broker
January 2012 - August 2012 · 7 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2012 - August 2012 · 7 mos
Bosc, INC.
April 2008 - January 2012 · 3 yrs 9 mos
Bosc, INC.Broker
April 2008 - January 2012 · 3 yrs 9 mos
H&r Block Financial Advisors, INC.
August 2007 - April 2008 · 8 mos
H&r Block Financial Advisors, INC.Broker
March 2001 - April 2008 · 7 yrs 1 mo
State Registrations6 states
AZCACONMOHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.