Timothy Jerald Pearce
Investment adviser representative at One Wealth Capital Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$306.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- One Wealth Capital Management, LLCApr 2024 to now
- Massmutual LifeNov 2023 to now
- One Wealth Management Investment and Advisory Services, LLCJul 2023 to now
- Guardian Life Insurance CompanyMar 2019 to Jun 2023
- Park Avenue Securities, LLCMar 2019 to Jun 2023
- Northwestern Mutual Wealth Management CompanyAug 2016 to Mar 2019
- Northwestern Mutual Investment Services LLCJun 2015 to Mar 2019
- Northwestern Mutual Life Insurance CompanyJan 2015 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
One Wealth Capital Management, LLC
$306.8MAssets managed
261Clients
5Advisers
2 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
- 6426093
- Firm CRD
- 331395