Jeffrey Presogna
I.M.S. Wealth Management · Erie, Pennsylvania
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.
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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 | $38.4M across 127 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 4488078 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.imswealthmanagement.com |
How Jeffrey's firm compares
- I.M.S. Wealth Management's average account is about $302,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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