JD
CFA
JD
CFA

J Pierce Dever

8 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,147 clients
Average Client Portfolio
$459K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
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Location

Lancaster, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

J is the founder of JDP Capital Management, LLC, an investment management firm focused on small community banks, founded in 2023.

Employment History
Current Registrations
Alden Capital
August 2024 - Present · 1 yr 6 mos
Alden Investment Group
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Piper Sandler & CO.Broker
January 2017 - September 2020 · 3 yrs 8 mos
Morgan StanleyBroker
July 2013 - December 2016 · 3 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.