Role at Johnson Wealth
- Title on Schedule A
- Director, President, Executive Vice President - Wealth
- Control
- Jeffrey Pierce is a control person of Johnson Wealth.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jeffrey Pierce has held the filed role since August 2025.
The firm
Form ADV filed 27 March 2026
Career on record
Jeffrey Pierce has been registered through Johnson Wealth since August 2025, and before that through Annex Wealth Management, LLC, The Mather Group, LLC, Creative Planning, Wipfli Financial Advisors, LLC and Dimensional Fund Advisors LP.
- Johnson Wealth Inc.Current– present · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 125557
- Annex Wealth Management, LLC– · 1 yearBrookfield, WI · Adviser representative · Firm CRD 127987
- The Mather Group, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 156005
- Creative Planning– · 1 yearMilwaukee, WI · Adviser representative · Firm CRD 105348
- Wipfli Financial Advisors, LLC– · 4 yearsMilwaukee, WI · Adviser representative · Firm CRD 109983
- Passed SIE · 2018
- Dimensional Fund Advisors LP– · 4 yearsAustin, TX · Adviser representative · Firm CRD 106482
- Passed Series 66 · 2015
- Passed Series 7 · 2012
Registrations and exams
Jeffrey Pierce has a current investment-adviser registration in Wisconsin and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Wisconsin | Investment adviser representative | Approved | 11 August 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 April 2015 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 3 December 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jeffrey Lawrence Pierce
- CRD
- 6105421
- Registration status
- Investment adviser registration
- Office
- 555 EAST WELLS STREET, SUITE 1900, Milwaukee, WI 53202
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Jeffrey Pierce work?
Jeffrey Pierce has been Director, President, Executive Vice President - Wealth of Johnson Wealth Inc. since August 2025, and is a control person of the firm.
Is Jeffrey Pierce a financial advisor?
Yes. Jeffrey Pierce has a current investment-adviser registration in Wisconsin, through Johnson Wealth since August 2025, as of 18 October 2026.
How many years of experience does Jeffrey Pierce have?
Jeffrey Pierce has worked in the financial industry for 13 years as of 18 October 2026, counted from 25 May 2013, across 6 adviser firms.
What exams has Jeffrey Pierce passed?
Jeffrey Pierce has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in December 2012.
Where did Jeffrey Pierce work before Johnson Wealth?
Before Johnson Wealth, Jeffrey Pierce was registered through Annex Wealth Management, LLC, June 2024 to July 2025; The Mather Group, LLC, July 2023 to April 2024; Creative Planning, October 2022 to May 2023; Wipfli Financial Advisors, LLC, February 2019 to October 2022; Dimensional Fund Advisors LP, April 2015 to February 2019.
Where is Jeffrey Pierce based?
Jeffrey Pierce’s registered office is in Milwaukee, WI.
Leadership at Johnson Wealth
- Daniel BrunnerSenior Vice President - Finance
- Bryant ShurnSenior Vice President - Director of Wealth Sales
- Jeff BlonskiDirector, Chief Financial
- Adam BellmerChief Compliance Officer
- Dominic CeciChief Investment Officer
- Ronald LehmannChief Administrative Officer
- Benjamin PavlikDirector, Legal Counsel and Secretary