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Jesse Philip Pellegrino

IAM Advisory LLC

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About Jesse Philip Pellegrino

Jesse Philip Pellegrino is an Investment Advisor Representative at IAM Advisory LLC. Jesse has been in the industry for over 7 years. He has a Series 7 and Series 66 license. Jesse's previous experience includes roles at Royal Alliance Associates, Inc. and Raymond James Financial Services, Inc. Jesse specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Jesse Pellegrino is currently registered with IAM Advisory LLC. IAM Advisory LLC is an investment advisor headquartered in Easton, Pennsylvania. The firm manages $635,778,479 in assets for 2,727 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. IAM Advisory LLC provides financial planning, portfolio management for individuals and businesses, and other advisory services. The firm is registered with the SEC under the Investment Advisers Act of 1940 and has a total of 11 employees.
IAM Advisory LLC

137 NORTH SECOND STREET

EASTON, PA 18042

$635.78M

Assets Under Management

2

Total Clients

8

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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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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Jesse Pellegrino’s Registration & Firm History

PA

03/09/2020 - Present

IAM Advisory LLC (EASTON PA)

PA

04/18/2016 - 03/16/2020

ROYAL ALLIANCE ASSOCIATES, INC. (EASTON PA)

PA

10/08/2014 - 03/01/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (ALLENTOWN PA)

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Licenses & Designations

BOTH

Issued 04/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse Philip Pellegrino.
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