Unclaimed Profile

Steven Charles Deluca

JADWIN PARTNERS, LLC·BURLINGAME, California

SIE, Series 7, Series 63, Series 79TOCFAClean record13 years registeredJADWIN 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 · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JADWIN PARTNERS, LLC

RADNORWOOD CAPITAL, LLC

Sep 2022 – Dec 2025

Burlingame, CA

JADWIN PARTNERS, LLC

Dec 2017 – Dec 2020

BURLINGAME, CA

JADWIN PARTNERS, LLC

Apr 2013 – Nov 2017

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79TO

Registration record

First registered · April 3, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JADWIN PARTNERS, LLC

CRD 167048 · SEC 801-79422

AUM

$49M

Regulatory assets under management

Employees

3 client accounts

Services offered by JADWIN PARTNERS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at JADWIN PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Charles Deluca offer?

Steven Charles Deluca specializes in Retirement Planning.

What are Steven Charles Deluca's credentials?

Steven Charles Deluca holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Charles Deluca located?

Steven Charles Deluca is based in BURLINGAME, California, last registered with JADWIN PARTNERS, LLC.

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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