Jacob Patrick Defilippo
Investment adviser representative at Delta Financial Advisors, Inc
8 yearsExperience
2 statesRegistered in
$234MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Regulus, LLCAug 2015 to now
- Delta Financial Advisors, Inc.Jul 2013 to now
- Beacon Global Advisor Network, LLCOct 2017 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Delta Financial Advisors, Inc
$234MAssets managed
245Clients
5Advisers
5 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
- 5712967
- Firm CRD
- 121907