Jeffrey Pelesh (CRD# 2679929) is an Investment Advisor Representative working at Principal Securities, Inc. in Springfield, PA and has over 28 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Springfield, PA | Jun 2015 - Current | 8 |
| Gelman & Pelesh Pc | Springfield, PA | Sep 1991 - Current | 32 |
| Villanova Univ | Villanova, PA | Sep 1991 - Sep 2020 | 29 |
| Principal Life Insurance Co | Springfield, PA | May 2015 - May 2017 | 2 |
| Lpl Financial | Havertown, PA | Feb 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
- PA
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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