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Timothy Jerald Pearce

ONE Wealth Capital Management, LLC

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About Timothy Jerald Pearce

Timothy Jerald Pearce is a financial advisor with over 8 years of experience in the industry. Timothy is a Certified Financial Planner and holds Series 6, 63 and 65 licenses. Timothy is currently registered with ONE Wealth Capital Management, LLC in Illinois and Texas, and previously worked with PARK AVENUE SECURITIES LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Timothy specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Timothy Pearce is currently registered with ONE Wealth Capital Management, LLC. ONE Wealth Capital Management, LLC is an investment advisor based in Scottsdale, Arizona. The firm manages approximately $270.8 million in assets for 532 clients. ONE Wealth Capital Management, LLC provides financial planning, pension consulting, and portfolio management for individuals and businesses. The firm also assists clients in selecting other advisors.
ONE Wealth Capital Management, LLC

4900 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$270.77M

Assets Under Management

Not reported

Total Clients

6

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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Timothy Pearce’s Registration & Firm History

IL

05/24/2024 - Present

ONE Wealth Capital Management, LLC (Chicago IL)

IL

03/22/2019 - 06/30/2023

PARK AVENUE SECURITIES LLC (CHICAGO IL)

IL

09/30/2015 - 03/19/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 05/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Jerald Pearce.
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