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Peter Dierks Joers

Avos Capital Management, LLC

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About Peter Dierks Joers

Peter Dierks Joers is a registered investment advisor with Avos Capital Management, LLC. Peter has been in the financial services industry for over 30 years. Peter has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Peter provides investment advisory services, including portfolio management for individuals, to clients in Texas and Washington.

Firm Information

Peter Joers is currently registered with Avos Capital Management, LLC. Avos Capital Management, LLC is an investment advisor registered with the SEC. The firm manages approximately $245.6 million in assets for 43 clients, primarily high-net-worth individuals, pooled investment vehicles, and corporations. They offer portfolio management services for individuals. The firm has two investment advisor representatives.

$245.64M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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Peter Joers’s Registration & Firm History

WA

05/12/2021 - Present

Avos Capital Management, LLC (SEATTLE WA)

WA

10/23/2009 - 09/15/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

WA

08/22/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)

NY

05/20/1998 - 09/16/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NJ

01/28/1995 - 05/28/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

10/31/1994 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

MN

09/23/1991 - 11/07/1994

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2003

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 12/30/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/30/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/18/2010

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Dierks Joers.
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