Jeffrey David Delarme
Investment adviser representative at Delarme Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$256.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ucla ExtensionNov 2021 to now
- Delarme Wealth Management, Inc.May 2016 to now
- Maeder Wealth GroupJun 2016 to Mar 2017
- Raymond James Financial Services Advisors, Inc.May 2016 to Jan 2024
- Raymond James Financial Services, Inc.May 2016 to Jan 2024
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Delarme Wealth Management, Inc.
$256.5MAssets managed
168Clients
3Advisers
2 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
- 5487389
- Firm CRD
- 328372