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Jon David Pellecchia

Pfs Signature Wealth

Tampa, FL

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Current Employers
Pfs Signature Wealth

1405 W Swann Ave, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-08
  • FL RA
    APPROVED
    Since 2026-07-08

Branch Locations

1405 W Swann Ave, Tampa, FL 33606 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pellecchia Financial Services Tampa FL 04/2007 Present
Lpl Financial Llc Tampa FL 05/2016 05/2019
Independent Financial Partners Tampa FL 06/2016 06/2026
Ifp Securities, Llc Tampa FL 05/2019 06/2026
Pfs Signature Wealth Llc Tampa FL 06/2026 Present
  • 04/2007 → Present
    Pellecchia Financial Services
    Tampa, FL
  • 05/2016 → 05/2019
    Lpl Financial Llc
    Tampa, FL
  • 06/2016 → 06/2026
    Tampa, FL
  • 05/2019 → 06/2026
    Ifp Securities, Llc
    Tampa, FL
  • 06/2026 → Present
    Pfs Signature Wealth Llc
    Tampa, FL
Previous Registrations
Other Businesses

(1) 06/20/2016: JTP of Tampa Bay, Inc; Business Entity For Tax/Investment Purposes Only; Start 04/01/2006; 2113 W Hills Avenue Tampa, FL 33606; Not held out to the public; Tax/Investment purposes only; 160 Hr/Mo; 160 During Secs Trdg Hrs; 100% Time Spent. (2) Salvation Army Tampa; Non Profit 501(c)(3); Not Investment Related; 1514 N. Florida Ave, Tampa, FL 33601; Board Member; Executive Board and Chair of Finance Committee, strategic planning and review financials and budget; Start 12/7/15; 10 hrs/mo, 3 hrs/mo during trading. (3) First Priority of Tampa Bay; Non-Profit 501(c)(3); Not Investment Related; PO Box 10731, Tampa, FL 33679; Board Member; Review financials and budget; Start 5/10/11; 5 hr/mo, 2 hr/mo during trading. (4) West Paces Hyde Park LLC; Not Investment Related; 1401 W Swann Ave, Tampa, FL 33606; Indirect owner through co-ownership of Swann PRE LLC; Start 05/01/26; 1 hour month; 0 hours during trading; Co-owner of investment property lot. (5) Florida State University College of Business Accounting Department; Not Investment Related; 402 W Gaines St, Tallahassee, FL 32301; Advisory Board Member; Start 2021; 1 hour/mo; 0 hours during trading; semi-annual board meetings to discuss FSU Accounting Department.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-08
S63 Uniform Securities Agent State Law Examination 1998-02-23
  • S66 Uniform Combined State Law Examination
    2000-09-08
  • S63 Uniform Securities Agent State Law Examination
    1998-02-23
Designations
Other Names
  • Jd Pellecchia

View on SEC IAPD

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