Jeffrey C. Pellar

**** ******** ****

West Palm Beach, FL 33406

773-***-****

ad48pd@r.postjobfree.com

Wealth management professional with diverse experience and a track record of consistent proven success in assisting individuals with all areas of investments, budgeting, and retirement planning

Effective educator and motivator, who offers insight and direction to clientele up to $1B+ net worth

Established subject matter expert, with a history of hosting radio and television shows, advising and educating the public about financial growth and success

Worked with IPO’s, angel investors, and start-up capital to get corporations funded and to take public

Extensive management and leadership experience

PROFESSIONAL EXPERIENCE

JCP Capital Group/Newbridge Securities, West Palm Beach, FL 2/2006-Present

Owner

Established all facets of small business ownership from the ground up, including developing processes and procedures, building book of business from scratch, technical documentation, order processing, and internal accounting

Provide motivation, insight, and direction for clientele in wealth management, including: establishing and maintaining budgets, savings, and providing clients an understanding of global economics

Manage book of business of 80-150 clients, of various net worth, with assets under management (AUM) of $25-50M

Establish 529 plans, social security, 401K, IRA, 1035 exchanges, and in-depth, individualized retirement planning

H&R Block Financial Advisors, Inc, West Palm Beach, FL 1/2004-2/2006

Senior Vice President

Built a book of business from the ground up, successfully advising clientele on proven wealth strategies to maximize success and minimize risk

Educated individuals on wealth management, retirement, education planning, budgeting, stock analysis, strategies to manage money, and asset management requirements

Advised corporations regarding profit/loss statements, daily planning, growth investing, mutual funds, angel financing, startup company funding, and IPO

Wachovia Securities, Chicago, IL 8/2000-1/2004

Senior Vice President

Repeatedly achieved million dollar+ book of business, ranging from top 1% to top 10%, based upon year

Achieved Silver/Gold Club, ranked 112 out of 14,500 brokers

Managed book of business out-producing teams of 7-10 people

Year over year consistent growth

Assisted clients with all aspects of wealth management and growing personal capital

LICENSURE/CERTIFICATIONS

Principal Supervisory Exam

Internal Rate Options Examination: Series 5

General Securities Representative Examination: Series 7

Uniform Securities Agent State Law Examination: Series 63

Uniform Investment Advisor Law Examination: Series 65

EDUCATION

University of Missouri, Columbia, MO

Bachelor of Science in Education

TECHNICAL SKILLS

Microsoft Word, Excel, Publisher, PowerPoint, Outlook, Access, Thompson One, First Call Order Entry

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