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Lance Pieper

Concentrum Wealth Management

San Jose, CA

CRD 6887180

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Employer firm

Concentrum Wealth Management CRD 167151

$987M regulatory AUM

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
Concentrum Wealth Management

353 Piercy Road, San Jose, CA 95138 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-01-12
  • CA RA
    APPROVED
    Since 2021-01-12

Branch Locations

353 Piercy Rd., San Jose, CA 95138 • 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
Concentrum Wealth Management San Jose CA 01/2021 Present
Concentrum Wealth Management San Jose CA 01/2018 01/2021
Student Various CA 01/2011 12/2017
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
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