Jesse Pellegrino (CRD# 6287799) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 9 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iam Advisory LLC | Easton, PA | Mar 2020 - Current | 4 |
| Royal Alliance Associates, Inc. | Easton, PA | Apr 2016 - Mar 2020 | 3 |
| Investment Advisors Asset Management, LLC | Easton, PA | Apr 2016 - Mar 2020 | 3 |
| Specific Solutions | Allentown, PA | Feb 2016 - Feb 2016 | < 1 |
| Raymond James Financial Services Advisors Inc. | Allentown, PA | Apr 2015 - Feb 2016 | < 1 |
| Raymond James Financial Services, Inc. | Allentown, PA | Jan 2014 - Feb 2016 | 2 |
| Fulton Financial Corporation | Allentown, PA | Oct 2013 - Feb 2016 | 2 |
| Alliance Insurance Services, LLC | Easton, PA | Sep 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- PA
-
Total Assets Under Management572MILLIONS
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Total Number of Accounts2,719ACCOUNTS
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Average Account Value$210,533
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA
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