Broker Check

Jeremy A. Pearce, AIF®

Jeremy A. Pearce specializes in socially responsible investments, helping clients create their personalized financial plans, investment policy statements, and investment portfolios. He regularly participates in panel discussions on SRI and impact investing, hosts seminars, and publishes articles to promote socially responsible investing and financial wellness. Jeremy particularly enjoys helping new investors become comfortable with the principles of financial planning and investing. Jeremy is a co-founder of SharePower Responsible Investing and for 15 years has helped his clients accomplish their goals and drive positive social change. Jeremy holds professional licenses as a Series 7 Registered Representative and a Series 66 Registered Investment Advisor, and is a designated Accredited Investment Fiduciary. Jeremy grew up in Tulsa, Oklahoma, served as a Peace Corps Volunteer in Bangladesh, and now lives in Los Angeles, California, serving as the west coast representative for SharePower.

The Accredited Investment Fiduciary

A fiduciary is an investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients.

A financial advisor with the AIF® designation is formally recognized by the Center for Fiduciary Studies for demonstrating a full understanding of how to implement those processes to help individuals and families achieve their investment goals in a responsible manner.

As an Accredited Investment Fiduciary®, Jeremy will make sure your financial needs are the most important criteria for making investment decisions.  He will work in partnership with you to make sure your investments are the best possible in order to work toward your goals and reflect your values.  He receives continuing professional education regarding the responsibilities of Investment Fiduciaries and attests to a Code of Ethics regarding his responsibilities of putting clients' needs first.  More information about the AIF® designation can be found at www.fi360.com.

SharePower Responsible Investing

Jeremy Pearce is a Founding Circle Advisor of SharePower Responsible Investing, a member-owned financial services firm specializing in Socially Responsible Investing with advisors based throughout the country.  SharePower advisors provide comprehensive, socially responsible investing services to our clients, and are registered representatives of Cambridge Investment Research, Inc.  The SharePower Responsible Investing team has the leadership, expertise and resources to deliver objective financial advice and investment options that can both promote positive social change and provide long-term financial security for investors.

For more information about SharePower Responsible Investing, check out our firm website:
https://www.sharepowerresponsibleinvesting.com.

Cambridge Investment Research

Cambridge Investment Research, Inc. is an independent, internally controlled broker-dealer with over 900 home office associates, and over 3,800 independent financial professionals serving hundreds of thousands of clients across the United States. As an industry leader, Cambridge strives to create a workplace that reflects its four core values of integrity, commitment, flexibility, and kindness. Cambridge has been honored as 'Broker Dealer of the Year' for 2020-2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine. [1]

[1] Investment Advisor magazine, 2007, 2008, 2010, 2012-2020, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals.