John Matthew Pierce
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- U.S. Bancorp Investments, Inc.Jan 2023 to Jan 2025
- Fidelity InvestmentsJul 2021 to Jan 2023
- Cetera Advisor Networks LLCSep 2019 to Jun 2021
- Summit Financial Group IncApr 2019 to May 2021
- Summit BrokerageApr 2019 to Sep 2019
- Western Wealth Management, LLCAug 2016 to Apr 2019
- LPL Financial, LLCDec 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4334503
- Firm CRD
- 19616