Jeffrey Pietsch, financial advisor Eastsound WA
101 score

Jeffrey Pietsch

CRD Number: 6011071
Current 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.

 

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Professional Designations
Company Name Location Dates Years
Concert Wealth Management, Inc. San Jose, CA Mar 2014 - Current 2
Concert Capital Management, Inc. San Jose, CA Jan 2014 - Current 2
Eastsound Capital Advisors, LLC Eastsound, WA Dec 2011 - Current 5
Jeff & Jennifer Pietsch D.b.a. Orcas Moon Alpacas Eastsound, WA Mar 2009 - Current 7
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

Jeffrey Pietsch has no recent exams reported.
Contact Info for Jeffrey G. Pietsch
Phone Number:
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    2,012
    MILLIONS
  • Total Number of Accounts
    11,032
    ACCOUNTS
  • Average Account Value
    $182,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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