Jeffrey Lawrence Pierce

Employer firm

Johnson Wealth Inc. CRD 125557

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 01/2019
  Dimensional Fund Advisors
  Austin, TX
• 02/2019 → 09/2022
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
• 10/2022 → 05/2023
  Creative Planning, Llc
  Milwaukee, WI
• 06/2023 → 03/2024
  The Mather Group
  Chicago, IL
• 08/2025 → Present
  Johnson Wealth Inc
  Milwaukee, WI
• 08/2025 → Present
  Johnson Bank
  Milwaukee, WI
• 05/2024 → 06/2025
  Annex Wealth Management
  Brookfield, WI

Previous Registrations

• 2024-06-25 → 2025-07-03
  Annex Wealth Management, Llc
  Brookfield, WI
• 2023-07-10 → 2024-04-10
  The Mather Group, Llc
  Chicago, IL
• 2022-10-05 → 2023-05-26
  Creative Planning
  Overland Park, KS
  Milwaukee, WI
• 2019-02-25 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI
• 2015-04-17 → 2019-02-08
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

Johnson Bank; investment-related affiliate; 555 E Wells Street, Milwaukee, WI; wealth management, trust services, banking, loans; Executive Vice President, August 2025.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-16