William Jacob Ginsburg
Investment adviser representative at Pierson Wealth Management
11 yearsExperience
1 stateRegistered in
$192MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Pierson Wealth ManagementSep 2025 to now
- Otr SolutionsApr 2024 to Sep 2025
- Vector Wealth StrategiesJun 2023 to Nov 2023
- CapscoJan 2022 to Apr 2024
- Jnj ApparelSep 2021 to Dec 2022
- Maynard Cooper & GaleAug 2017 to May 2018
- Full-time StudentSep 2015 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Pierson Wealth Management
Legal name: Rfp Financial Group, LLC
$192MAssets managed
260Clients
3Advisers
8 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
- 7779872
- Firm CRD
- 293206