Advisor at MKT and Associates LLC
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Firm
MKT and Associates LLC
Location
Tacoma, WA 98402
Credentials
Series 63, Series 65
Industry experience
13 years
Jean Pierre Pedinielli is a financial advisor at MKT and Associates LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Moser Wealth Advisors for 10 years. His advisory services are also offered under Watermark Wealth Partners LLC in Gig Harbor, WA. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) and retirement plan consulting under ERISA. The firm uses client-specific strategies supported by a range of analytical approaches and employs various investment vehicles, managing significant assets with a focus on both individual and institutional clients.
Based on MKT and Associates LLC
Account minimum: $250,000
1201 Pacific Ave., Suite 605
Tacoma, WA 98402
Washington
MKT and Associates LLC
2025 - Present (1 year)
Moser Wealth Advisors
2015 - 2025 (10 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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