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Jeffrey Taylor Pierce

THE Clarius Group, LLC

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About Jeffrey Taylor Pierce

Jeffrey Taylor Pierce is a registered Investment Advisor Representative. Jeffrey is associated with The Clarius Group, LLC, in Seattle, Washington. The Clarius Group, LLC provides portfolio management for individuals and pooled investment vehicles. The firm also offers financial planning and selection of other advisors.

Firm Information

Jeffrey Pierce is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

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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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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Jeffrey Pierce’s Registration & Firm History

WA

11/23/2021 - Present

THE Clarius Group, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 11/20/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Taylor Pierce.
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