Jeffery David Fierce

Current Employers

Employment History

• 01/2009 → Present
  Lpl Financial Llc
  Indianapolis, IN
• 01/2024 → Present
  Fierce Wealth Management Group Llc
  Indianapolis, IN

Previous Registrations

• 1998-12-15 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1. FIERCE WEALTH MANAGEMENT GROUP - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). - SINCE 01/2009 - 25 HRS/MTH DURING TRADING - SECURITIES BUSINESS. 2. INSURANCE AGENT - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION - SINCE 10/1997 - LESS THAN 8 HRS/MTH DURING TRADING - INSURANCE SALES (VARIABLE LIFE & ANNUITIES; LIFE, ACCIDENT & HEALTH) 3. FIERCOR, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/22/2021 - 0 Hours Per Month. 4. 02/09/2024 - Fierce Wealth Management Group LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 1/9/2024- 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Fierce Wealth Management Group LLC, an independent investment advisor firm. I started this business activity in 01/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-10
• S63 Uniform Securities Agent State Law Examination
  1991-07-19

Other Names

• Jeffrey David Fierce