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Jeffery Steven Pierce

Berkeley Capital Partners, LLC

Milton, GA

CRD 6503914

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Employer firm

Berkeley Capital Partners, LLC CRD 281082

$1.10B regulatory AUM 314 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Berkeley Capital Partners, Llc

3000 Heritage Walk Suite 301, Milton, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-04-03
  • GA RA
    APPROVED
    Since 2018-04-03

Branch Locations

3000 Heritage Walk Suite 301, Milton, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berkeley Capital Partners Atlanta GA 03/2018 Present
Invesco Atlanta GA 06/2015 03/2018
  • 03/2018 → Present
    Berkeley Capital Partners
    Atlanta, GA
  • 06/2015 → 03/2018
    Invesco
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-29
  • S65 Uniform Investment Adviser Law Examination
    2018-03-29

View on SEC IAPD

Nearby Firms

BLUECHIP WEALTH ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
ARKOS GLOBAL ADVISORS, LLC

Nearby Investors

KEVIN LAMAR RAINWATER
DAVID MITCHEL SMITH
BEAU HUNTER DAVIS

Nearby Offices

BLUECHIP WEALTH ADVISORS LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA
ARKOS GLOBAL ADVISORS, LLC · Milton, GA

More in Milton, GA

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