Jeffrey Neal Pelesh

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/1991 → 09/2020
  Villanova Univ
  Villanova, PA
• 09/1991 → Present
  Gelman & Pelesh Pc
  Springfield, PA
• 06/2015 → Present
  Principal Securities Inc
  Springfield, PA
• 05/2015 → 05/2017
  Principal Life Insurance Co
  Springfield, PA

Previous Registrations

• 2012-03-21 → 2014-12-18
  Lpl Financial Llc
  Morristown, NJ
  Havertown, PA

Other Businesses

***Fixed Insurance; Investment Related; Springfield, PA; Agent; Fixed Life, Di, LTC, Annuities, Group Benefits; Start Date: 10/01/2019; 1 hrs per month; 1 during trading hours. ***Gelman & Pelesh PC; Not Investment Related; CPA; Start Date: na hrs per month; during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-30

Designations

• Personal Financial Specialist