Preston Patrick Pelham

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2019 → 04/2019
  Morgan Stanley Smith Barney Llc
  Rochester, MI
• 05/2018 → 08/2018
  Quicken Loans
  Detroit, MI
• 05/2017 → 08/2017
  Quicken Loans
  Detroit, MI
• 01/2012 → 01/2019
  Classic Cabinets And Interiors
  Tecumseh, MI
• 08/2014 → 05/2018
  Wayne State University
  Detroit, MI
• 05/2019 → 08/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2019 → 08/2020
  Morgan Stanley
  Rochester, MI
• 08/2020 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2019-04-11 → 2020-08-24
  Morgan Stanley
  Rochester, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-04-11