Jeffrey Pietsch
CRD Number: 6011071Current Firm: Eastsound Capital Advisors, LLC
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# 6577036
Bormann Wealth Management, LLC
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Capital Advisors | Arvada, CO | Apr 2021 - Current | 3 |
| Eastsound Capital Advisors, LLC | Eastsound, WA | Dec 2011 - Current | 12 |
| Jeff & Jennifer Pietsch D.b.a. Orcas Moon Alpacas | Eastsound, WA | Mar 2009 - Current | 15 |
| Maple Park Management, LLC | Eastsound, WA | Oct 2006 - Current | 17 |
| Numetrix Capital, LLP | Eastsound, WA | Feb 2014 - Feb 2022 | 8 |
| Concert Wealth Management, Inc. | San Jose, CA | Mar 2014 - Mar 2017 | 3 |
| Concert Capital Management, Inc. | San Jose, CA | Jan 2014 - Mar 2017 | 3 |
- CA
- LA
- MA
- TX
- WA
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts401ACCOUNTS
-
Average Account Value$379,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, MA, WA
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