Darcy Jones Wadsworth
Investment adviser representative at Intelligence Driven Advisers, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$881.9MFirm assets
Are you Darcy Jones Wadsworth? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Intelligence Driven Advisers, LLCDec 2018 to now
- Ocean Equity Partners, LLCJun 2017 to now
- Ez Dz It, Inc.Apr 2005 to now
- Labrum Wealth Management, LLCOct 2009 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Intelligence Driven Advisers, LLC
$881.9MAssets managed
660Clients
16Advisers
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
- 4252453
- Firm CRD
- 299589