Unclaimed Profile

Matthew James Delaney

JDH WEALTH MANAGEMENT, LLC·SANTA ROSA, California

Series 7, Series 63, Series 65Clean record22 years registeredJDH WEALTH MANAGEMENT, LLC

181 CONCOURSE BOULEVARD, SANTA ROSA, CA 95403CRD# 4691572Firm CRD# 112474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew James Delaney · SANTA ROSA, CA

Registration

CRD #4691572 · JDH WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

JDH WEALTH MANAGEMENT, LLC

Mar 2006 – present

CITIGROUP GLOBAL MARKETS INC.

Apr 2004 – Dec 2005

RANCHO SANTA FE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 16, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JDH WEALTH MANAGEMENT, LLC

CRD 112474 · SEC 801-96201

AUM

$323M

Regulatory assets under management

Employees

389 client accounts

Services offered by JDH WEALTH MANAGEMENT, LLC

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 JDH WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew James Delaney offer?

Matthew James Delaney specializes in Financial Planning, Investment Management. Contact their office in SANTA ROSA, California for a consultation.

What are Matthew James Delaney's credentials?

Matthew James Delaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew James Delaney located?

Matthew James Delaney is based in SANTA ROSA, California, working with JDH WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Matthew James Delaney charge for services?

Matthew James Delaney'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 JDH WEALTH MANAGEMENT, LLC?

JDH WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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