Jeffrey Joseph Presogna

Employer firm

I.m.s. Wealth Management, LLC CRD 164717

$38.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1990 → Present
  Presogna And Company
  Erie, PA
• 12/2012 → Present
  I.M.S Wealth Management, Llc
  Erie, PA

Previous Registrations

• 2009-09-10 → 2012-12-07
  Equitable Advisors, Llc
  Erie, PA
  Erie, PA
• 2004-05-04 → 2007-03-22
  Mid Atlantic Financial Management, Inc.
  Erie, PA
• 2002-05-14 → 2004-05-04
  Fdx Advisors, Inc.
  Sacramento, CA

Other Businesses

Jeffrey Presogna is the owner of Presogna and Company, P.C., 359 West 26th Street, Erie, PA 16508, Non-Investment Related, CPA Firm President; Began 10/84, Devote approximately 120 hours per month to business activities, approximately 4 hours per day during trading hours, Business Consulting, Tax Preparation and Mergers & Acquisitions Consulting. Jeffrey Presogna is the owner and manager of residential and commercial rental property located at 359 West 26th Street, Erie, PA, Non-Investment Related, Devote approximately 1 hour per month to business activities, 0 hours per day during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-10
• S63 Uniform Securities Agent State Law Examination
  2002-03-01

Other Names

• Jeffrey Joseph Presogna