Jeffrey Patrick Palleschi is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2024-07-01 | present | Yes |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2023-12-13 | 2024-11-14 | — |
| LIFE PLAN FINANCIAL ADVISORY GROUP, LLC | 2021-05-12 | 2023-12-13 | — |
| BARON WEALTH MANAGEMENT, LLC | 2020-01-16 | 2021-03-31 | — |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 2017-03-11 | 2019-12-16 | — |