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Jeffery Steven Pierce

Berkeley Capital Partners, LLC

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About Jeffery Steven Pierce

Jeffery Steven Pierce is an investment advisor representative registered with Berkeley Capital Partners, LLC, a firm based in Milton, GA. Jeffery Pierce has been with the firm since March 2018. Jeffery Pierce has a Series 65 license and has been in the industry since January 2008.

Firm Information

Jeffery Pierce is currently registered with Berkeley Capital Partners, LLC. Berkeley Capital Partners, LLC is an investment advisor based in Milton, GA, with approximately $914,797,271 in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for individuals and pooled investment vehicles. Berkeley Capital Partners, LLC primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. They also offer wrap fee programs.
Berkeley Capital Partners, LLC

3000 HERITAGE WALK

MILTON, GA 30004

$914.80M

Assets Under Management

314

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffery Pierce’s Registration & Firm History

GA

04/03/2018 - Present

Berkeley Capital Partners, LLC (MILTON GA)

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Licenses & Designations

IA

Issued 03/29/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery Steven Pierce.
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