Justin Lee Pierce

Current Employers

Employment History

• 03/2018 → 09/2022
  Pfs Investments Inc.
  York, PA
• 11/2005 → 09/2022
  Primerica Financial Services
  York, PA
• 08/2016 → 01/2019
  Inx
  York, PA
• 09/2022 → 03/2025
  Terra Wealth Management, Llc
  York, PA
• 09/2022 → 03/2025
  Cape Securities, Inc.
  Mcdonough, GA
• 03/2025 → 01/2026
  Oakwood Capital, Inc.
  Minneapolis, MN
• 03/2025 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN
• 12/2025 → Present
  Alphastar Capital Management
  York, PA
• 03/2025 → Present
  Everstead Capital
  York, PA

Previous Registrations

• 2025-03-05 → 2026-01-14
  Oakwood Capital, Inc.
  York, PA
  Towson, MD
  St. Louis Park, MN
• 2022-09-09 → 2025-03-04
  Terra Wealth
  York, PA
  High Point, NC
  Towson, MD
• 2021-09-07 → 2022-09-13
  Pfs Investments Inc.
  York, PA
  York, PA
  York, PA
  York, PA

Other Businesses

1. PierceKo Strategic Holdings, LLC (dba Everstead Capital); 17 Eagleton Drive, York, PA 17407; Partner; this investment-related entity is the wealth management company that serves clients of Oakwood Capital Securities, Inc. and Oakwood Capital, Inc.; started 03/2024; 40 hours per week during business hours. 2. Financial Independence Group, LLC; 17 Eagleton Drive, York, PA 17407; Fixed Insurance and Annuity sales; works 40 hours per week during business hours during this non-investment-related business. 4. THAT Guy's Graphics; 16 Leader Heights Road, Suite 101, York, PA 17403; Owner; Designs stationery, customer clothing, gifts, and photography; works five hours per month in this non-investment-related business during non-business hours. 5. Primary Residential Mortgage, Inc. (PRMI) ; 16 Leader Road, Suite 101, York, PA 17403; Mortgage loan originator since 11/2022; Prospects, reviews credit, and processes applications for refinancing and new home loans. Spends five hours per month on this non-investment related entity during business hours. 6. Power of Zero; 17 Eagleton Drive, York, PA 17407; Marketing representative for this 3rd-party marketing group that solicits new business clients; spends 12 hours per month on this not-investment-related activity during business and non-business hours. 7. J. Lee Pierce, LLC; 17 Eagleton Drive, York, PA 17407; Owner; holding company for business entities; works 40 hours per week in this non-investment-related activity during business hours. 8. Alphastar Capital Management; Investment Advisor Representative; 16 Leader Heights Road STE 204 York, PA & 17403 28 E. Susquehanna Avenue STE 205 Towson, MD 21286; Investment Related; Acts in the capacity of a fiduciary financial advisor where he on-boards client accounts and manage assets. Financial planning and advice are also parts of the businesses; 35 hours per month during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-31
• S63 Uniform Securities Agent State Law Examination
  2018-07-13