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JP
CFP
JP
CFP

Jon Pellecchia

PFS Signature Wealth
26 Years of Experience
Tampa, FL
2 DisclosuresMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Jon Pellecchia is a CFP-designated registered investment advisor at PFS Signature Wealth, based in Tampa, FL, with 26 years of industry experience. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more.

PFS Signature Wealth
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.80%
$4.0M - $5.0M0.70%
$5.0M - $6.0M0.60%
$6M+0.50%

Fees are not negotiable. Ultrashort Cash Management accounts have a separate fee of 0.50% up to $1M and 0.25% over $1M. Alternative investments have a maximum annual fee of 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1405 W Swann Ave, Tampa, FL, 33606

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2025
Final
Customer Dispute
March 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jon is the owner of PFS Financial, providing financial planning and wealth management services, which takes significantly more than full-time hours. He also sells non-variable insurance products and is involved with JTP of Tampa Bay, Inc for tax/investment purposes, each taking about 10% of his time.

Employment History
Current Registrations
PFS Signature Wealth
July 2026 - Present · 3 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - June 2026 · 7 yrs 1 mo
Independent Financial Partners
June 2016 - June 2026 · 10 yrs
LPL Financial LLCBroker
June 2016 - May 2019 · 2 yrs 11 mos
Vsr Advisory Services
May 2007 - June 2016 · 9 yrs 1 mo
Vsr Financial Services, INC.Broker
April 2007 - June 2016 · 9 yrs 2 mos
Banc of America Investment Services, INC.
February 2006 - February 2007 · 1 yr
Banc of America Investment Services, INC.Broker
February 2006 - February 2007 · 1 yr
Merrill Lynch Pierce Fenner & Smith INC.
September 2000 - February 2006 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - February 2006 · 5 yrs 5 mos
Friedman, Billings, Ramsey & CO., INC.Broker
January 1998 - October 1998 · 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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