Jessica L Delareza
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
18 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Aug 2026 to now
- Morgan StanleyFeb 2025 to Aug 2026
- Madison Avenue SecuritiesJan 2025 to Jan 2025
- Global Wealth Management Investment Advisory, Inc.Feb 2022 to Jan 2025
- Madison Avenue SecuritiesFeb 2022 to Dec 2023
- Truist Investment Services, Inc.May 2021 to Feb 2022
- Ladenburg Thalmann & Co.Sep 2008 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 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
- 3121137
- Firm CRD
- 286005