J.D. Pellecchia, Cfp®, Cima®, Cka® Email and Phone Number
J.D. Pellecchia, Cfp®, Cima®, Cka® work email
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J.D. Pellecchia, Cfp®, Cima®, Cka® personal email
J.D. Pellecchia, a Certified Financial Planner™ practitioner, Certified Investment Management Analyst® professional, and Certified Kingdom Advisor,™ is the Managing Partner and Founder of PFS Signature Wealth, a comprehensive, boutique wealth management firm located in Tampa, Florida. Prior to establishing PFS Signature Wealth in 2006, he served his country with honor for nine years in the United States Marine Corps as a Naval Aviator in the EA-6B aircraft. He received his Bachelor of Science in Accounting and Finance from Florida State University and an International MBA from Georgetown University in Washington, D.C. Building on the foundation of his education and experience as a 4th-generation United States Marine Corps officer, J.D.'s background includes almost thirty years of successful financial analysis and investment planning with Friedman Billings and Ramsey, Merrill Lynch, Private Bank at Bank of America, and PFS Signature Wealth. During this time, he met the rigorous education, examination, experience, and ethics requirements necessary to earn the Certified Financial Planner™ (CFP®) designation. J.D. is also recognized as a Certified Kingdom Advisor,™ distinguishing him as a committed Christian financial professional who has met high standards in training, integrity, character, and competence as an advisor, leader, and counselor.J.D. is an avid advocate for many charitable organizations in the Tampa Bay area. For First Priority Tampa Bay, J.D. currently serves as Treasurer and is former Chairman of the Board. For the Salvation Army, J.D. serves on the Executive Committee and as Chair of the Finance Committee. J.D. serves as a local Ambassador for the 6th largest U.S. non-profit, National Christian Foundation. J.D. previously served on the Personnel Committee and Chair of the Finance Committee for his local church, South Tampa Fellowship. The Florida State University College of Business recognized J.D. with the 2020 Accounting Alumni Achievement Award. He is honored to have been recently selected as a Professional Advisory Board Member with his alma mater, the FSU College of Business' Accounting Department.J.D. is an outdoor enthusiast. He’s a 4-time finisher of the Marine Corps Marathon and distinguished himself as a top 20 finisher in the Hawaii Half-Ironman many years ago. J.D. enjoys spending time with his family and friends. He is the husband of Julie and father of two young adult children, Tye and Amelia.
Pfs Signature Wealth
View- Website:
- pfsfinancialfirm.com
- Employees:
- 4
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Managing Partner, FounderPfs Signature Wealth Mar 2007 - PresentTampa/St. Petersburg, Florida AreaPFS Signature Wealth is a comprehensive, boutique wealth management firm located in Tampa, Florida.*Securities offered through IFP Securities, LLC, d/b/a Independent Financial Partners (IFP), member FINRA/SIPC: www.finra.org and www.sipc.orgInvestment advice offered through IFP Advisors, LLC, d/b/a Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and PFS Financial are not affiliated.**Third-party posts found on this profile do not reflect the views of IFP Securities, LLC and have not been reviewed by IFP Securities, LLC as to accuracy or completeness. -
Senior Vice PresidentBank Of America Private Bank Feb 2006 - Mar 2007 -
Financial AdvisorMerrill Lynch Jun 2000 - Feb 2006 -
Vice PresidentDolphin Capital Management Dec 1998 - Jun 2000
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Corporate Finance AnalystFbr 1997 - 1999 -
Major, Naval AviatorUnited States Marine Corps 1989 - 1997
J.D. Pellecchia, Cfp®, Cima®, Cka® Skills
J.D. Pellecchia, Cfp®, Cima®, Cka® Education Details
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Accounting And Finance -
International Business -
Naval Aviation -
Charlotte High School
Frequently Asked Questions about J.D. Pellecchia, Cfp®, Cima®, Cka®
What company does J.D. Pellecchia, Cfp®, Cima®, Cka® work for?
J.D. Pellecchia, Cfp®, Cima®, Cka® works for Pfs Signature Wealth
What is J.D. Pellecchia, Cfp®, Cima®, Cka®'s role at the current company?
J.D. Pellecchia, Cfp®, Cima®, Cka®'s current role is Managing Partner, Founder, PFS Signature Wealth.
What is J.D. Pellecchia, Cfp®, Cima®, Cka®'s email address?
J.D. Pellecchia, Cfp®, Cima®, Cka®'s email address is jd****@****ial.com
What schools did J.D. Pellecchia, Cfp®, Cima®, Cka® attend?
J.D. Pellecchia, Cfp®, Cima®, Cka® attended Florida State University - College Of Business, Georgetown University Mcdonough School Of Business, Marine Corps University, Charlotte High School.
What skills is J.D. Pellecchia, Cfp®, Cima®, Cka® known for?
J.D. Pellecchia, Cfp®, Cima®, Cka® has skills like Certified Financial Planner, Ceritified Investment Management Analyst, Life Planning, Financial Planning, Wealth Manager, Asset Management, Investments, Insurance, Retirement Planning, Education Planning, Financial Planners.
Who are J.D. Pellecchia, Cfp®, Cima®, Cka®'s colleagues?
J.D. Pellecchia, Cfp®, Cima®, Cka®'s colleagues are Tye Pellecchia, Mariluz Barragan, Betty Maldonado, William L. Mehserle, Jr., Cpwa®, Cfp®, Aif®.
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