Jeffrey Pierce
Jeffrey Pierce is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Irvine, CA, with 45 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
400 Spectrum Center Drive, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jeffrey is an instructor at the University of California, Irvine Osher Life Long Learning Program and California State University - Fullerton, dedicating minimal time and a few hours per week, respectively. He is also a board member of the Laguna Plein Air Painters Association, spending a few hours per week on this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wedbush Morgan Securities INC.Broker
A. G. Edwards & Sons, INC.Broker
Sutro & CO. IncorporatedBroker
Equitec Securities CompanyBroker
State Registrations27 states
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