Jeffrey Lawrence Pierce
Investment adviser representative at Johnson Wealth Inc.
14 yearsExperience
1 stateRegistered in
$10.3BFirm assets
23 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Johnson Wealth Inc.Aug 2025 to now
- Johnson BankAug 2025 to now
- Annex Wealth ManagementMay 2024 to Jun 2025
- The Mather GroupJun 2023 to Mar 2024
- Creative Planning, LLCOct 2022 to May 2023
- Wipfli Financial Advisors, LLCFeb 2019 to Sep 2022
- Dimensional Fund AdvisorsApr 2012 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WI).
Johnson Wealth Inc.
$10.3BAssets managed
2,412Clients
72Advisers
23 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
- 6105421
- Firm CRD
- 125557