Unclaimed Profile

Timothy James Delaney

JDH WEALTH MANAGEMENT, LLC·SANTA ROSA, California

Series 6626 years registeredJDH WEALTH MANAGEMENT, LLC

181 CONCOURSE BOULEVARD, SANTA ROSA, CA 95403CRD# 4771440Firm CRD# 112474

Profile Verification

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

Identity

Timothy James Delaney · SANTA ROSA, CA

Registration

CRD #4771440 · JDH WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JDH WEALTH MANAGEMENT, LLC

JDH WEALTH MANAGEMENT, LLC

Apr 2000 – Jul 2022

Eagle, ID

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · April 13, 2000

Years registered · 26

Disclosure History

1994Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Timothy James Delaney offer?

Timothy James Delaney specializes in Financial Planning, Investment Management.

What are Timothy James Delaney's credentials?

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

Where is Timothy James Delaney located?

Timothy James Delaney is based in SANTA ROSA, California, last registered with JDH WEALTH MANAGEMENT, LLC.

How does Timothy James Delaney charge for services?

Timothy 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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