John A. Pestrichelli
Professional summary
John Alexander Pestrichelli, who also goes by Jay Pestrichelli, is a registered financial advisor currently at ZEGA INVESTMENTS, LLC located in West Palm Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Alexander Pestrichelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2024 - Present
ZEGA INVESTMENTS, LLC
June 21, 2011 - January 2, 2025
ZEGA FINANCIAL, LLC
April 22, 2006 - October 1, 2010
TD AMERITRADE, INC.
October 21, 2002 - April 22, 2006
TD AMERITRADE CLEARING, INC.
June 30, 2001 - October 2, 2002
DATEK ONLINE FINANCIAL SERVICES LLC
October 6, 1999 - June 30, 2001
ICAPITAL MARKETS LLC
Primary Firm SEC Registration
ZEGA INVESTMENTS, LLC
CRD#: 330428 / SEC#: 801-130244
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2024)
(8/27/2024)
Exams
Current Firm
ZEGA INVESTMENTS, LLC
CRD#: 330428 / SEC#: 801-130244
Contact information
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,698 |
| AUM (Assets Under Management) | $ 548,799,511 |
Red Flags
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