Unclaimed Profile

Jeffrey Garett Pietsch

CONCERT WEALTH MANAGEMENT, INC.·SAN JOSE, California

Clean record14 years registeredCONCERT WEALTH MANAGEMENT, INC.

1900 THE ALAMEDA, SAN JOSE, CA 95126CRD# 6011071Firm CRD# 141253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Garett Pietsch · SAN JOSE, CA

Registration

CRD #6011071 · CONCERT WEALTH MANAGEMENT, INC. · 14 years registered

Brand Profile

Not yet started

Career History

HERITAGE CAPITAL ADVISORS, LLC

Apr 2021 – present

EASTSOUND CAPITAL ADVISORS, LLC

Mar 2012 – present

CONCERT WEALTH MANAGEMENT

Mar 2014 – Mar 2017

EASTSOUND, WA

CONCERT CAPITAL MANAGEMENT

Jan 2014 – Jun 2014

EASTSOUND, WA

PURCELL ADVISORY SERVICES, LLC

Apr 2012 – Nov 2013

TACOMA, WA

Registrations & Exams

Registration record

First registered · March 16, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCERT WEALTH MANAGEMENT, INC.

CRD 141253 · SEC 801-67992

AUM

$201M

Regulatory assets under management

Employees

350 client accounts

Services offered by CONCERT WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCERT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Garett Pietsch offer?

Jeffrey Garett Pietsch specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.

What are Jeffrey Garett Pietsch's credentials?

Jeffrey Garett Pietsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Garett Pietsch located?

Jeffrey Garett Pietsch is based in SAN JOSE, California, working with CONCERT WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Jeffrey Garett Pietsch charge for services?

Jeffrey Garett Pietsch's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCERT WEALTH MANAGEMENT, INC.?

CONCERT WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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