Delaney Jane Jean
Investment adviser representative at Merit Financial Advisors
18 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 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 feeOther
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
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Merit Financial AdvisorsMay 2023 to now
- LPL Financial, LLCMay 2023 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Jul 2020 to May 2023
- Cambridge Investment Research, Inc.Jul 2020 to May 2023
- Voya Financial Advisors, Inc.Jun 2018 to Jul 2020
- Planned FuturesMay 2018 to May 2023
- First QualityAug 2017 to May 2018
- Belpine Real EstateAug 2016 to Aug 2018
- Hana Asian BistroAug 2015 to Aug 2017
- StudentAug 2008 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 6969125
- Firm CRD
- 142457