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Steven Charles Deluca

JADWIN PARTNERS, LLC·BURLINGAME, California
Clean recordJADWIN PARTNERS, LLC
1424 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 2021781Firm CRD# 167048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Charles Deluca · BURLINGAME, CA
Registration
CRD #2021781 · JADWIN PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Charles Deluca is a registered financial advisor based in BURLINGAME, California, affiliated with JADWIN PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JADWIN PARTNERS, LLC
JADWIN PARTNERS, LLC
AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JADWIN PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2021781
Firm CRD# 167048
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Charles Deluca offer?
Steven Charles Deluca specializes in Retirement Planning. Contact their office in BURLINGAME, California for a consultation.
What are Steven Charles Deluca's credentials?
Steven Charles Deluca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Charles Deluca located?
Steven Charles Deluca is based in BURLINGAME, California, working with JADWIN PARTNERS, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Steven Charles Deluca charge for services?
Steven Charles Deluca's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JADWIN PARTNERS, LLC?
JADWIN PARTNERS, LLC has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JADWIN PARTNERS, LLC

David C Reale
BURLINGAME, CA

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Research
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