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Jeffrey Taylor Pierce

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Seattle, WA

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-18
  • WA RA
    APPROVED
    Since 2026-03-18

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

999 3Rd Avenue, Seattle, WA 98104 • 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
Fisher Investments Camas WA 08/2017 10/2020
Washington State University Pullman WA 08/2013 05/2017
The Clarius Group, Llc Seattle WA 11/2021 02/2026
Fisher Investments Camas WA 10/2020 11/2021
Clearstead Seattle WA 02/2026 Present
  • 08/2017 → 10/2020
    Fisher Investments
    Camas, WA
  • 08/2013 → 05/2017
    Washington State University
    Pullman, WA
  • 11/2021 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 10/2020 → 11/2021
    Fisher Investments
    Camas, WA
  • 02/2026 → Present
    Clearstead
    Seattle, WA
Previous Registrations
  • 2021-11-23 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
  • 2017-11-20 → 2021-11-04
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-20
  • S65 Uniform Investment Adviser Law Examination
    2017-11-20
Other Names
  • Jeff Taylor Pierce

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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