Jason Defelice (CRD# 7414151) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has 1 year of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bill Few Associates, Inc. | Pittsburgh, PA | Jan 2023 - Current | 1 |
| Bill Few Associates, Inc. | Pittsburgh, PA | Jul 2021 - Jan 2023 | 1 |
| Robert Morris University | Moon Township, PA | Aug 2018 - Dec 2021 | 3 |
| Dunbar Bender And Zapf | Pittsburgh, PA | Jun 2021 - Aug 2021 | < 1 |
| Westmoreland Mechanical Testing And Research | Latrobe, PA | Jun 2016 - Dec 2020 | 4 |
| Greater Latrobe High School | Latrobe, PA | Jun 2014 - Jun 2018 | 4 |
| Greater Latrobe Middle School | Latrobe, PA | May 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- PA
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts7,141ACCOUNTS
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Average Account Value$297,640
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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