CLIENT LOGIN [Please enable javascript.]
J.D. Pellecchia

J.D. Pellecchia, CFP®, CIMA® CKA®

staff_JD_Pellecchia.jpgCEO/FOUNDER

E-mail: [Please enable javascript.]

J.D. Pellecchia is a Tampa, Florida based Certified Financial Planner™ practitioner, Certified Investment Management Analyst® professional, and Certified Kingdom Advisor™.

Prior to establishing PFS Financial in 2006, he served his country with honor for nine years in the United States Marine Corps as a Naval Aviator in the EA-6B aircraft. He received his Bachelor of Science in Accounting and Finance from Florida State University and an International MBA from Georgetown University in Washington, DC.

Building on the foundation of his education and experience as a 4th generation Marine Corps officer, J.D.'s background includes over two decades of successful financial analysis and investment planning with Friedman Billings and Ramsey, Merrill Lynch, Private Bank at Bank of America and PFS Financial. During this time, he met the rigorous education, examination, experience, and ethics requirements necessary to earn the Certified Financial Planner™ (CFP®) designation. J.D. is also recognized as a Certified Kingdom Advisor™, distinguishing him as a committed Christian financial professional who has met high standards in training, integrity, character, and competence as an advisor, leader and counselor.

As an avid advocate for many charitable organizations in the Tampa Bay area, J.D. currently serves as First Priority of Tampa Bay Treasurer and is former Chairman of the Board. He is on the Executive Committee for Salvation Army Tampa and is Chair of the Finance Committee. J.D. represents the 6th largest U.S. non-profit, the National Christian Foundation, as a local Ambassador.  In this role, he lends expert guidance and creative giving solutions to help community members experience the joy of simplifying their giving and multiplying their impact. J.D. is active in his local church, South Tampa Fellowship.  He is on their Personnel Committee and former Chair of the Finance Committee.

The Florida State University College of Business recognized  J.D. with the 2020 Accounting Alumni Achievement Award.  Each recipient is selected based on their professional achievements, service, and impact on their community, involvement in other philanthropic activities, and support of Florida State University.  Click here to learn more about this honor.  Following this recognition, J.D. was invited to begin a 3-year term as an FSU College of Business Accounting Professional Advisory Board Member

J.D. is an outdoor enthusiast, having completed the Marine Corps Marathon four times and distinguishing himself as a top 20 finisher in the Hawaii Half-Ironman many years ago. J.D. enjoys spending time with his family and friends. He is the husband of Julie and father of two young adult children, Tye and Amelia.

Check J.D.’s background on FINRA’s BrokerCheck.

Ready to Talk?

We have the experience and the technology to help you
visualize the cause and effect of your financial decisions.

LET's TALK