
Position:
Founder & CCO at Pezzi Wealth Management
Location:
United States
Found email addresses for Jake Pezzi:
Found phone for Jake Pezzi:
Jan 2026 - Current
Jan 2024 - Jan 2026
Jan 2017 - Jan 2021
Their professional focus is Data Analysis, Financial Planning, and Wealth Management across 3 core areas.
Jake holds Series 66 and Series 7 certifications.
Bachelor of Arts - BA at California State University San Marcos
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