Jeffrey J. Pearce CFP®

Jeffrey J. Pearce

Senior Financial Advisor, CFP®

Jeffrey PearceSince Jeff arrived at Vermillion in 1989, his primary responsibility has been to work one-on-one with his clients to educate and advise them on how to improve the likelihood of reaching their life goals. He does this by helping his clients to work through today’s complex financial issues including: investment, income-tax, estate planning, retirement, education funding, insurance and cash flow issues that we all face on a daily basis. Jeff’s down-to-earth approach of working with clients, coupled with his years of experience make him extremely effective at dealing with clients’ emotional issues, issues that can be just as big a factor in determining the outcome of their financial future as an investment return. Jeff has effectively and successfully guided many clients into and throughout the retirement life transition. Seeing his clients enjoy their life goals based on realistic planning and expectations provides him with his ultimate career satisfaction.

Relevant Experience:

• 7/95 to present: Senior Financial Advisor with Vermillion Financial Advisors
• 12/89 to 7/95: Personal Financial Advisor with Vermillion Financial Advisors
• 8/88 to 12/89: Marketing Representative with John Hancock Financial Services
• 1983-1984: Bookkeeper/Accountant with McDonald’s restaurant

Designations, Licenses & Education:

• Certified Financial Planner® since 12/94*.
• Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses since 1/92*.
• Licensed Insurance Agent with State of Illinois since 7/88* – Currently licensed for Accident,
• Health, Life and Variable Contracts.
• Bachelor of Science in Finance & Accounting from Illinois State University in 1988.
• Treasurer of Financial Management Association (FMA) at Illinois State University in 1987-1988.
• Educational Investment Fund (EIF) at Illinois State University: One of only a few students selected each semester to participate in managing an actual stock portfolio.

Industry Affiliations:

• Financial Planning Association (FPA) since 01/00.
• International Association of Financial Planners (IAFP) and Institute of Certified Financial Planners® (ICFP) since 02/95, prior to their merger into FPA in 01/00.
• Past member of the Northwest Suburban Estate Planning Council.
• Past member Institute of Certified Fund Specialists (ICFS) & past holder of the Certified Fund Specialist Designation (CFS).

Outside interests/achievements:

Successfully completed all 140.6 miles of an Ironman Triathlon, completed a tandem skydive jump, Downhill & Cross-Country Skiing, Snowshoeing, Chicago Blackhawks Hockey, Concerts and Broadway shows, Golfing, Travel, Racquetball, Birds of Prey, Hiking & Cooking.

Jeff is a resident of Barrington Hills with his longtime girlfriend, Patty and dog Harley.