DIFY 17 - Partnering with an Existing Firm to Build a Start-up RIA from Scratch with Jay Pelham

Do It For Yourself with Stephen A. Taylor, JD, CFP®
04/11/2022 38 min

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Episode Synopsis

In today's episode of "Do It For Yourself", we speak with Jay Pelham who is a partner in a large accounting firm which owns an RIA. After a long journey working within the banking industry, including being the President of a 3 billion dollar bank, he was presented with an opportunity to start an RIA from scratch! Listen in to hear his unique story and path to becoming the head of an RIA when it wasn’t ever in his plans and how he is thriving in the position!

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