Jarett Dylan Felty
Investment adviser representative at Ptma Investment Advisors
12 yearsExperience
2 statesRegistered in
$30.6BFirm assets
7 yearsFirm in business
Are you Jarett Dylan Felty? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Ptma Investment AdvisorsMar 2024 to now
- Pma Asset Management, LLCMar 2024 to now
- Pma Financial Network. LLCDec 2023 to now
- Pma Securities, LLCDec 2023 to now
- Kinsey's Inc.Aug 2023 to Oct 2023
- Pma Network, LLCMay 2023 to Aug 2023
- Lowe's Home ImprovementMay 2022 to Jun 2023
- Lowe's Home ImprovementJan 2021 to Jul 2021
- Millersville UniversityMay 2020 to Dec 2023
- Schuylkill Haven Area School DistrictJan 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Ptma Investment Advisors
Legal name: Prudent Man Advisors, LLC
$30.6BAssets managed
161Clients
27Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7749604
- Firm CRD
- 301973