Jeff R Pierson

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2008-02-15

IL RA
APPROVED

Since 2008-02-15

Branch Locations

Crystal Lake, IL • United States

2571 Division Street, Joliet, IL 60435 • 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

Organization	City	State	From	To
Lisle-Woodridge Fire Department	Lisle	IL	09/1989	Present
Lincoln Investment Planning, Inc.	Joliet	IL	02/2005	Present

09/1989 → Present

Lisle-Woodridge Fire Department

Lisle, IL
02/2005 → Present

Lincoln Investment Planning, Inc.

Joliet, IL

Other Businesses

INSURANCE POSITION: SALES REP NATURE: TERM LIFE INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 05/01/2006 ADDRESS: 2571 DIVISION ST, JOLIET IL 60435 DESCRIPTION: I OFFER TERM LIFE INSURANCE AS NEEDED RIALTO SQUARE THEATER POSITION: I serve on the Board of Directors for no monetary or other form of compensation. NATURE: Entertainment theater INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 15 E. Van Buren St, Joliet IL 60435, United States DESCRIPTION: I am an appointed member to the board serving with 6 other members in a voluntary capacity. The Will County 100 Club POSITION: I am a board member working in a voluntary capacity. We raise funds to distribute to the families of fallen police and firefighters in the Will County area who die in the line of duty. NATURE: Fundraising INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2019 ADDRESS: 24600 Presidential Ave, Plainfield IL 60544, United States DESCRIPTION: I am a board member working in a voluntary capacity. We raise funds to distribute to the families of fallen police and firefighters in the Will County area who die in the line of duty. JOLIET ROTARY CLUB POSITION: Member NATURE: Local humanitarian organization that raises funds for local and international projects. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: PO Box 225, Joliet IL 60434, United States DESCRIPTION: I am part of a service club that raises funds and sponsors different philanthropic activities for organizations. Pierson Consulting Inc. Position: President Nature: pass through business for Lincoln Investment related compensation only. Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 2/3/2016 Address: 3511 Bankview Dr. jOLIET, il 60431 Description: This is only used for my Lincoln Investment compensation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-02-14
S63	Uniform Securities Agent State Law Examination	2005-03-22

S65 Uniform Investment Adviser Law Examination

2008-02-14
S63 Uniform Securities Agent State Law Examination

2005-03-22