Jeffrey Pietsch
CRD Number: 6011071Current Firm: Concert Wealth Management
Compensation Model: Fee Only
Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT Wealth Management, Inc.
CRD# 6142269
Financial Plan, Inc.
Score
100
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Score
96
CRD# 2213398
Waddell & Reed
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose, CA | Mar 2014 - Current | 3 |
| Concert Capital Management, Inc. | San Jose, CA | Jan 2014 - Current | 3 |
| Eastsound Capital Advisors, LLC | Eastsound, WA | Dec 2011 - Current | 5 |
| Jeff & Jennifer Pietsch D.b.a. Orcas Moon Alpacas | Eastsound, WA | Mar 2009 - Current | 8 |
| Maple Park Management, LLC | Eastsound, WA | Oct 2006 - Current | 10 |
| Purcell Advisory Services, LLC | Tacoma, WA | Mar 2012 - Aug 2013 | 1 |
| Maple Park Advisors LLC | Eastsound, WA | Dec 2006 - Nov 2009 | 2 |
| Jeff Pietsch D.b.a. Marketrewind | Eastsound, WA | Sep 2007 - Jun 2008 | < 1 |
| Typenex Medical, LLC | Chicago, IL | Jan 2004 - Sep 2006 | 2 |
- CA
- WA
-
Total Assets Under Management2,012MILLIONS
-
Total Number of Accounts11,032ACCOUNTS
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Average Account Value$182,406
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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