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Jeffrey David Delarme

DELARME WEALTH MANAGEMENT, INC.·PALOS VERDES ESTATES, California
SIE, Series 7, Series 9, Series 10, Series 66CFPCFAClean record18 years registeredDELARME WEALTH MANAGEMENT, INC.
2550 VIA TEJON, PALOS VERDES ESTATES, CA 90274CRD# 5487389Firm CRD# 328372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Delarme · PALOS VERDES ESTATES, CA
Registration
CRD #5487389 · DELARME WEALTH MANAGEMENT, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

DELARME WEALTH MANAGEMENT, INC.
Jan 2024 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 2016 – Dec 2023
Palos Verdes Estates, CA
EDWARD JONES
Apr 2008 – May 2016
EL SEGUNDO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · April 14, 2008
Years registered · 18
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELARME WEALTH MANAGEMENT, INC.
CRD 328372 · SEC 801-128936
AUM
$157M
Regulatory assets under management
Employees
2
369 client accounts
Services offered by DELARME WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELARME WEALTH MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Jeffrey David Delarme offer?
Jeffrey David Delarme specializes in Financial Planning, Investment Management. Contact their office in PALOS VERDES ESTATES, California for a consultation.
What are Jeffrey David Delarme's credentials?
Jeffrey David Delarme holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey David Delarme located?
Jeffrey David Delarme is based in PALOS VERDES ESTATES, California, working with DELARME WEALTH MANAGEMENT, INC.. Their office serves clients in the PALOS VERDES ESTATES metropolitan area and surrounding communities.
How does Jeffrey David Delarme charge for services?
Jeffrey David Delarme's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELARME WEALTH MANAGEMENT, INC.?
DELARME WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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