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Matthew James Delaney

Jdh Wealth Management, LLC

Santa Rosa, CA

CRD 4691572

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Employer firm

Jdh Wealth Management, LLC CRD 112474

$495M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jdh Wealth Management, Llc

181 Concourse Boulevard Suite A, Santa Rosa, CA 95403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-10-25
CA RA APPROVED 2006-03-10
  • TX RA
    APPROVED_RES
    Since 2012-10-25
  • CA RA
    APPROVED
    Since 2006-03-10

Branch Locations

181 Concourse Boulevard Suite A, Santa Rosa, CA 95403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jdh Wealth Management, Llc Santa Rosa CA 12/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-19
S63 Uniform Securities Agent State Law Examination 2003-09-26
  • S65 Uniform Investment Adviser Law Examination
    2004-03-19
  • S63 Uniform Securities Agent State Law Examination
    2003-09-26

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL SUTTER CAPITAL, INC.

Nearby Investors

JAMES BERNARD BERTERO
MICHAEL KEVIN MOBERLY
STEPHEN LORAN SMITH

Nearby Offices

MORGAN STANLEY · Santa Rosa, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Santa Rosa, CA
CALDWELL SUTTER CAPITAL, INC. · Santa Rosa, CA

More in Santa Rosa, CA

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