Katharine Pierce

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:

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

Current Employers

Employment History

• 12/2022 → Present
  Edward Jones
  St Louis, MO
• 07/2018 → 07/2021
  Sonoran Science Academy
  Tucson, AZ
• 07/2021 → 12/2022
  Unemployed
  Tucson, AZ
• 01/2017 → 07/2018
  Freedom Preparatory Academy
  Provo, UT
• 08/2016 → 01/2017
  Brigham Young University
  Provo, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-02-09

Other Names

• Katharine Ross
• Katie Pierce
• Kat Pierce
• Kat Ross
• Katie Ross
• Katharine Amanda Pierce