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J Pierce Dever

Alden Capital

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About J Pierce Dever

J Pierce Dever is a financial advisor currently registered with Alden Capital and Alden Investment Group. J Pierce Dever has been in the industry since July 2013. J Pierce Dever holds Series 7, 63, and 87 licenses. J Pierce Dever has experience with Morgan Stanley and Piper Sandler & Co. and is a CFA Charterholder. J Pierce Dever is currently registered in Pennsylvania.

Firm Information

J Dever is currently registered with Alden Capital. Alden Capital, headquartered in Wayne, Pennsylvania, is an investment advisor with a focus on providing retirement plan advisory services. The firm manages approximately $657 million in assets for a diverse clientele, including individuals, high-net-worth individuals, 401(k) plans, and pooled investment vehicles. Alden Capital also provides portfolio management for businesses and individuals.
Alden Capital

37 WEST AVE

WAYNE, PA 19087

$657.25M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory services

Retirement plan advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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J Dever’s Registration & Firm History

PA

08/20/2024 - Present

Alden Capital (Lancaster PA)

PA

01/05/2017 - 09/16/2020

PIPER SANDLER & CO. (PHILADELPHIA PA)

NY

07/29/2013 - 12/06/2016

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/01/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2016

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for J Pierce Dever.
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