Unclaimed Profile

John Hansen Dalton

ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, Louisiana

Series 7, Series 65Clean record16 years registeredADG WEALTH MANAGEMENT GROUP, LLC

433 METAIRIE ROAD, SUITE 500, METAIRIE, LA 70005CRD# 2075745Firm CRD# 132341

Profile Verification

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

Identity

John Hansen Dalton · METAIRIE, LA

Registration

CRD #2075745 · ADG WEALTH MANAGEMENT GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADG WEALTH MANAGEMENT GROUP, LLC

ADG WEALTH MANAGEMENT GROUP, LLC

Jan 2013 – Aug 2025

METAIRIE, LA

JDC FINANCIAL MANAGEMENT

Apr 2012 – Jan 2013

METAIRIE, LA

JDC FINANCIAL MANAGEMENT

Mar 2010 – Jan 2012

METAIRIE, LA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · March 19, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADG WEALTH MANAGEMENT GROUP, LLC

CRD 132341 · SEC 801-81006

AUM

$279M

Regulatory assets under management

Employees

1,218 client accounts

Services offered by ADG WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 ADG WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Hansen Dalton offer?

John Hansen Dalton specializes in Financial Planning, Investment Management, Wealth Management.

What are John Hansen Dalton's credentials?

John Hansen Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Hansen Dalton located?

John Hansen Dalton is based in METAIRIE, Louisiana, last registered with ADG WEALTH MANAGEMENT GROUP, LLC.

How does John Hansen Dalton charge for services?

John Hansen Dalton's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable fees, solicitor fees, sub advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADG WEALTH MANAGEMENT GROUP, LLC?

ADG WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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