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Caleb James Jelcick

McAdam LLC

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About Caleb James Jelcick

Caleb James Jelcick is an Investment Advisor Representative at McAdam LLC. Caleb has been in the industry since June 2021. He is registered with the states of Pennsylvania and Texas. Caleb holds the Series 65 - Uniform Investment Adviser Law Examination. Caleb is a member of the Valley Athletic Club, Tumwater High School, Washington State University, UPS, McAdam LLC, Shur-Kleen Cash Wash, Columbia Hospitality, JoyRun and Starbucks. Caleb has a specialization in 1, 4, 5, and 6. His firm McAdam LLC is a Registered Investment Advisor based in Philadelphia, Pennsylvania with approximately $1.74 billion in regulatory assets under management. The firm provides investment advice to individuals, high-net-worth individuals, corporations or businesses, charitable organizations and pension or profit-sharing plans.

Firm Information

Caleb Jelcick is currently registered with McAdam LLC. McAdam LLC is a financial advisory firm headquartered in Philadelphia, Pennsylvania, with 180 licensed agents, 156 investment adviser representatives, and 45 registered representatives. They manage approximately $1.74 billion in assets for a diverse client base, including high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. McAdam LLC offers financial planning, portfolio management for businesses and individuals, and selection of other advisors.
McAdam LLC

1880 JOHN F KENNEDY BOULEVARD

PHILADELPHIA, PA 19103

$1.74B

Assets Under Management

737

Total Clients

138

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Jelcick’s Registration & Firm History

AZ

03/27/2023 - Present

McAdam LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 09/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb James Jelcick.
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