Jake Mitchel Pezzi

Employer firm

Pezzi Wealth Management LLC CRD 338782

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2024 → 11/2024
  Pruco Securities, Llc
  San Diego, CA
• 02/2012 → 12/2023
  Student
  Carlsbad, San Marcos, CA
• 08/2017 → 02/2021
  Legoland California Resort
  Carlsbad, CA
• 01/2024 → 01/2026
  Prudential Financial Planning Services
  San Diego, CA
• 11/2024 → 01/2026
  Lpl Enterprise, Llc
  San Diego, CA
• 01/2026 → Present
  Pezzi Wealth Management Llc
  San Marcos, CA

Previous Registrations

• 2024-11-14 → 2026-01-29
  Lpl Enterprise, Llc
  San Diego, CA
• 2024-05-03 → 2024-11-14
  Pruco Securities, Llc.
  San Diego, CA

Other Businesses

1) Licensed insurance agent; Not investment-related; San Marcos, California 92078; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2024-05-02

Other Names

• Jake Pezzi
• Jake Mitchel Pezzi
• Jake Michael Pezzi