Jarett Dylan Felty
Investment Adviser Representative at PTMA Investment Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jarett Dylan Felty is an investment adviser representative with PTMA Investment Advisors in Naperville, IL, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 50 (municipal advisor representative). They are registered to provide investment advice in New York and Pennsylvania.
Office
Advisors at this office: 21
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York, Pennsylvania
- Broker:
3 states and territories
Florida, New York, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PMA Financial Network. LLCDec 2023 – no end date reportedNaperville, IL
- PMA Securities, LLCDec 2023 – no end date reportedLancaster, PA
- PMA Network, LLCMay 2023 – Aug 2023Naperville, IL
- Schuylkill Haven Area School DistrictJan 2014 – May 2020Schuylkill Haven, PA
- Millersville UniversityMay 2020 – Dec 2023Millersville, PA
- Lowe's Home ImprovementJan 2021 – Jul 2021Hamburg, PA
- Lowe's Home ImprovementMay 2022 – Jun 2023Hamburg, PA
- Kinsey's Inc.Aug 2023 – Oct 2023Mt. Joy, PA
- PMA Asset Management, LLCMar 2024 – no end date reportedNaperville, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PTMA Investment Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- LGIP (all series except Term) - max0.30%
- LGIP (all series except Term) - typical low0.10%
- LGIP (all series except Term) - typical high0.20%
- LGIP Term Series - advisory/management fee max0.25%
+11 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Naperville, IL
- SEC file number:
- 801-115313
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at PTMA Investment Advisors
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jarett Dylan Felty has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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