Unclaimed Profile

Jeffrey Lawrence Pierce

ANNEX ADVISORY SERVICES, LLC·BROOKFIELD, Wisconsin

SIE, Series 7, Series 66Clean record11 years registeredANNEX ADVISORY SERVICES, LLC

17950 W. CORPORATE DRIVE, BROOKFIELD, WI 53045CRD# 6105421Firm CRD# 127987

Profile Verification

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

Identity

Jeffrey Lawrence Pierce · BROOKFIELD, WI

Registration

CRD #6105421 · ANNEX ADVISORY SERVICES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

JOHNSON WEALTH INC.

Aug 2025 – present

ANNEX WEALTH MANAGEMENT, LLC

Jun 2024 – Jul 2025

BROOKFIELD, WI

THE MATHER GROUP, LLC

Jul 2023 – Apr 2024

CHICAGO, IL

CREATIVE PLANNING

Oct 2022 – May 2023

Milwaukee, WI

WIPFLI FINANCIAL ADVISORS, LLC

Feb 2019 – Oct 2022

MILWAUKEE, WI

DIMENSIONAL FUND ADVISORS LP

Apr 2015 – Feb 2019

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 17, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANNEX ADVISORY SERVICES, LLC

CRD 127987 · SEC 801-63505

AUM

$5.6B

Regulatory assets under management

Employees

139

18,642 client accounts

Services offered by ANNEX ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ANNEX ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Lawrence Pierce offer?

Jeffrey Lawrence Pierce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Jeffrey Lawrence Pierce's credentials?

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

Where is Jeffrey Lawrence Pierce located?

Jeffrey Lawrence Pierce is based in BROOKFIELD, Wisconsin, working with ANNEX ADVISORY SERVICES, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does Jeffrey Lawrence Pierce charge for services?

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

How large is ANNEX ADVISORY SERVICES, LLC?

ANNEX ADVISORY SERVICES, LLC has approximately 139 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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