Jake Pezzi

Jake Pezzi: Email & Phone Number

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Founder & CCO at Pezzi Wealth Management|United States

Position:

Founder & CCO at Pezzi Wealth Management

Location:

United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 9 years

Founder & CCO at Pezzi Wealth Management

Jan 2026 - Current

Financial Planner at Prudential Financial

Jan 2024 - Jan 2026

Admissions Associate at LEGOLAND California Resort

Jan 2017 - Jan 2021

Jake Pezzi started working in 2017, then the employee has changed 2 companies and 2 jobs. On average, Jake Pezzi works for one company for 2 years 2 months.

Their professional focus is Data Analysis, Financial Planning, and Wealth Management across 3 core areas.

Jake holds Series 66 and Series 7 certifications.

Education

Bachelor of Arts - BA at California State University San Marcos

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