Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
25yrs
Jason Pierce
Financial advisor at Merrill
Jason Pierce is a fiduciary financial advisor in Salt Lake City, Utah, with 25 years in the industry. Jason joined Merrill in 2012, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 19% by experience in Salt Lake City
Office60 E South Temple St, Salt Lake City, UT 84111
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowMerrillCurrent firm
Contact Jason
Local office(801) 535-1300Ask for Jason. (800) 637-7455Main office · New York, NY 60 E South Temple StSalt Lake City, UT 84111Office · Get directions
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call Jason’s local office at (801) 535-1300 or the Merrill main office at (800) 637-7455, and ask for Jason Pierce.
How long has Jason been a financial advisor?
Jason has been in the industry since 2001, about 25 years. Top 19% by experience in Salt Lake City.
What licenses does Jason hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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