Jeffrey Garett Pietsch
Investment Adviser Representative at Heritage Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Garett Pietsch is an investment adviser representative in Eastsound, WA, currently registered with Eastsound Capital Advisors, LLC and Heritage Capital Advisors, LLC. They have worked in the securities industry since 2012 and have been registered with 5 firms, including Concert Wealth Management and Concert Capital Management. They are registered to provide investment advice in California, Colorado, Louisiana, Massachusetts, Texas, and Washington.
Registrations & licenses
- Investment adviser:
- California, Colorado, Louisiana, Massachusetts, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Eastsound Capital Advisors, LLCDec 2011 – no end date reportedEastsound, WA
- Maple PARK Management, LLCOct 2006 – no end date reportedEastsound, WA
- JEFF & Jennifer Pietsch D.b.a. Orcas MOON AlpacasMar 2009 – no end date reportedEastsound, WA
- Concert Capital Management, Inc.Jan 2014 – Mar 2017San Jose, CA
- Concert Wealth Management, Inc.Mar 2014 – Mar 2017San Jose, CA
- Numetrix Capital, LLPFeb 2014 – Feb 2022Eastsound, WA
- Heritage Capital AdvisorsApr 2021 – no end date reportedArvada, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Heritage Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0195
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Eastsound, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Garett Pietsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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