Preston Pelham

Advisor at Edward Jones

Updated today

Location

Tecumseh, MI 49286-9717

Credentials

Series 66

Industry experience

7 years

About

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business ownership considerations Business Financial Management Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

7688 N Adrian Hwy Suite 2

Tecumseh, MI 49286-9717

Most active in

Michigan · Texas

Work history

Edward Jones

2020 - Present (6 years)

Morgan Stanley Private Bank, N.A.

2019 - 2020 (1 year)

Morgan Stanley

2019 - 2020 (1 year)

Morgan Stanley Smith Barney LLC

2019 - 2019 (1 year)

Quicken Loans

2018 - 2018 (1 year)

Quicken Loans

2017 - 2017 (1 year)

Wayne State University

2014 - 2018 (4 years)

Classic Cabinets and Interiors

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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