Jillian PelkeyCRD Number: 6598486
Current Firm: Charles Schwab & Company, Inc.
Jillian Pelkey (CRD# 6598486) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Hartford, CT and has over 2 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Charles Schwab & Company, Inc.||West Hartford, CT||Dec 2018 - Current||3|
|Charles Schwab Bank||West Hartford, CT||Dec 2018 - Current||3|
|Mackinstry Financial & Investments LLC||Clinton, CT||Jan 2016 - Nov 2018||2|
|Salt Meadow Academy||Clinton, CT||May 2013 - Dec 2015||2|
|Tri Town Precision Plastics||Deep River, CT||Jul 2011 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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