Jarett Dylan Felty

Ptma Investment Advisors

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Current Employers

Ptma Investment Advisors

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-04-04
PA	RA	APPROVED	2024-03-27

NY RA
APPROVED

Since 2024-04-04
PA RA
APPROVED

Since 2024-03-27

Branch Locations

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pma Financial Network. Llc	Naperville	IL	12/2023	Present
Pma Securities, Llc	Lancaster	PA	12/2023	Present
Pma Network, Llc	Naperville	IL	05/2023	08/2023
Schuylkill Haven Area School District	Schuylkill Haven	PA	01/2014	05/2020
Millersville University	Millersville	PA	05/2020	12/2023
Lowe's Home Improvement	Hamburg	PA	01/2021	07/2021
Lowe's Home Improvement	Hamburg	PA	05/2022	06/2023
Kinsey's Inc.	Mt. Joy	PA	08/2023	10/2023
Pma Asset Management, Llc	Naperville	IL	03/2024	Present

12/2023 → Present

Pma Financial Network. Llc

Naperville, IL
12/2023 → Present

Pma Securities, Llc

Lancaster, PA
05/2023 → 08/2023

Pma Network, Llc

Naperville, IL
01/2014 → 05/2020

Schuylkill Haven Area School District

Schuylkill Haven, PA
05/2020 → 12/2023

Millersville University

Millersville, PA
01/2021 → 07/2021

Lowe's Home Improvement

Hamburg, PA
05/2022 → 06/2023

Lowe's Home Improvement

Hamburg, PA
08/2023 → 10/2023

Kinsey's Inc.

Mt. Joy, PA
03/2024 → Present

Pma Asset Management, Llc

Naperville, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-27

S66 Uniform Combined State Law Examination

2024-03-27

View on SEC IAPD

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