Best Investors Account Sign in

Leah Pierce

Edward Jones

Traverse City, MI

CRD 7514384

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-06-28
  • MI RA
    APPROVED
    Since 2022-06-28

Branch Locations

12935 S West Bay Shore Dr Suite 355, Traverse City, MI 49686 • 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
Edward Jones St Louis MO 03/2022 Present
Eikenhout Harbor Spring MI 02/2021 02/2022
D&S North Mackinac Island MI 03/2015 12/2020
  • 03/2022 → Present
    Edward Jones
    St Louis, MO
  • 02/2021 → 02/2022
    Eikenhout
    Harbor Spring, MI
  • 03/2015 → 12/2020
    D&S North
    Mackinac Island, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-25
  • S66 Uniform Combined State Law Examination
    2022-06-25
Other Names
  • Leah Marie Pierce

View on SEC IAPD

More in Traverse City, MI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor