Caleb Jelcick (CRD# 7450323) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Philadelphia, PA | Jun 2021 - Current | 2 |
| Starbucks | Lacey, WA | Mar 2020 - Sep 2021 | 1 |
| Washington State University | Pullman, WA | Aug 2017 - May 2021 | 3 |
| Columbia Hospitality | Snoqualmie, WA | Jun 2019 - Aug 2019 | < 1 |
| Shur-kleen Cash Wash | Olympia, WA | May 2019 - Jun 2019 | < 1 |
| Joyrun | Pullman, WA | Jan 2019 - May 2019 | < 1 |
| Ups | Olympia, WA | Dec 2018 - Jan 2019 | < 1 |
| The Valley Athletic Club | Tumwater, WA | Jan 2015 - Aug 2018 | 3 |
| Tumwater High School | Tumwater, WA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- PA
- TX
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Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- 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
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