Joel Pierce, financial advisor Swansea IL

Joel Pierce

CRD Number: 5283943
Current Firm: Edward Jones

Joel Pierce (CRD# 5283943) is an Investment Advisor Representative working at Edward Jones in Swansea, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2017 - Current 7
Neighbors Credit Union St Louis, MO Apr 2012 - Feb 2017 4
Midwestern Securities Trading Company, LLC East Peoria, IL Apr 2012 - Feb 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Joel D. Pierce
Phone Number: 314-515-2000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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