Matthew James Delaney
Investment adviser representative at Jdh Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
$494.9MFirm assets
11 yearsFirm in business
Are you Matthew James Delaney? 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
Experience
21 years in the industry.
- Jdh Wealth Management, LLCDec 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Jdh Wealth Management, LLC
$494.9MAssets managed
136Clients
1Advisers
11 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
- 4691572
- Firm CRD
- 112474