Harry Pearson has been Managing Member of OneAscent Wealth Management since April 2020, is a control person of the firm and directly owns under 5% of it. Harry Pearson holds a B.A. in Finance from the University of Alabama at Birmingham.
Oneascent Wealth Management LLC is a Birmingham, AL firm with $476M under management, 927 clients and 12 advisers across 6 offices, as of its August 2026 filing.
Harry Pearson is Founder & CEO of OneAscent, based in Birmingham, AL. He joined Ameriprise in early 1997 and in 2002 opened his own Ameriprise franchise, which expanded to include five advisors, five support staff, and offices in both Birmingham and Huntsville. Pearson founded OneAscent in 2017.
Harry Pearson’s longest registration was 19 years at Ameriprise Financial Services, Inc. (1997–2017). Before joining OneAscent Wealth Management in 2020, Harry Pearson was registered through Ameriprise Financial Services, Inc.
- Oneascent CapitalAlso current– present · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 323220
- Oneascent Family OfficesAlso current– present · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 323305
- Oneascent Family Office– · under a yearBirmingham, AL · Adviser representative · Firm CRD 323305
- Oneascent Wealth ManagementCurrent– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 308057
- Oneascent Financial Services LLCAlso current– present · 9 yearsBirmingham, AL · Adviser representative · Firm CRD 284549
- Ameriprise Financial Services, Inc.– · 19 yearsBirmingham, AL · Adviser representative · Firm CRD 6363
Professional designations
Listed by OneAscent Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Harry Pearson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2018.
- AlabamaSince 5 April 2018
- TexasResidentSince 5 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 29 October 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 September 2004 |
| Series 24 | General Securities Principal Examination | 30 April 2001 |
| Series 7 | General Securities Representative Examination | 1 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Harry Noble Pearson
- CRD
- 2847191
- Firm
- OneAscent Wealth Management · CRD 308057
- Role
- Managing Member
- Office
- 100 GRANDVIEW PLACE, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oneascent.com
Where does Harry Pearson work?
Harry Pearson has been Managing Member of Oneascent Wealth Management LLC since April 2020, and is a control person of the firm.
Is Harry Pearson a financial advisor?
Yes. Harry Pearson has a current investment-adviser registration in Alabama and Texas, through OneAscent Wealth Management since May 2020.
How many years of experience does Harry Pearson have?
Harry Pearson has 29 years in the financial industry, since May 1997, across 5 adviser firms.
What exams has Harry Pearson passed?
Harry Pearson has passed 5 licensing exams: the Series 63, Series 7, Series 24, Series 9 and Series 10. The earliest, the Series 63, was passed in March 1997. FINRA credited Harry Pearson with the SIE, which began in October 2018.
Where did Harry Pearson work before OneAscent Wealth Management?
Before OneAscent Wealth Management, Harry Pearson was registered through Ameriprise Financial Services, Inc., May 1997 to February 2017.
Where is Harry Pearson based?
Harry Pearson’s registered office is in Birmingham, AL.
Is Harry Pearson registered with FINRA?
No. Harry Pearson has no current broker registration.
Is Harry Pearson a CFP?
OneAscent Wealth Management lists Harry Pearson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Harry Pearson, CFP®, CRPC®, CKA® biography, oneascent.com
How can I verify Harry Pearson’s record?
Search CRD 2847191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harry Pearson’s full registration record.
