# Jeffrey Presogna

> Jeffrey Presogna is a fee-only financial advisor at I.M.S. Wealth Management in Erie, Pennsylvania. I.M.S. Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-presogna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** I.M.S. Wealth Management
- **Based in:** Erie, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $38.4M across 127 accounts
- **CRD:** 4488078 (https://adviserinfo.sec.gov/individual/summary/4488078)
- **SEC registration:** Investment adviser representative in NY, PA
- **Exams passed:** Series 63 (2002), Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.imswealthmanagement.com

## Frequently asked questions

### Is Jeffrey Presogna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and I.M.S. Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, I.M.S. Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Presogna based?

Jeffrey Presogna is based in Erie, Pennsylvania.

### Is Jeffrey Presogna registered with the SEC?

Yes. Jeffrey Presogna is registered as an investment adviser representative in NY and PA (CRD 4488078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does I.M.S. Wealth Management manage?

I.M.S. Wealth Management reports $38.4M across 127 accounts in assets under management.

### How do I contact Jeffrey Presogna?

Through Jeffrey's website, www.imswealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4488078): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.