Jean Marie Delgado

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

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

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-07
NH	RA	APPROVED	2025-02-07
LA	RA	APPROVED	2022-08-24
TX	RA	APPROVED	2022-08-23

Branch Locations

1099 Hingham St Suite 120, Rockland, MA 02370 • United States

Nashua, NH • United States

145 Maplewood Avenue Suite 100, Portsmouth, NH 03801 • United States

Salisbury, MA • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

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

Organization	City	State	From	To
Morgan Stanley	Wellesley	MA	04/2013	10/2016
Ubs Financial Services Inc	Boston	MA	10/2016	11/2021
J.P. Morgan Securities Llc	Boston	MA	11/2021	08/2022
Steward Partners Global Advisory Llc	Portsmouth	NH	08/2022	Present
Steward Partners Investment Solutions, Llc	Portsmouth	NH	08/2022	Present
Steward Partners Investment Advisory Llc	Portsmouth	NH	08/2022	Present

2021-12-08 → 2022-08-20

J.P. Morgan Securities Llc

Columbus, OH

Boston, MA
2016-11-01 → 2021-12-16

Ubs Financial Services Inc.

Boston, MA
2013-04-18 → 2016-10-29

Morgan Stanley

Wellesley, MA
2011-09-12 → 2012-08-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley Hills, MA
2009-06-01 → 2011-08-05

Morgan Stanley

Miami, FL

Coral Gables, FL
2006-06-14 → 2009-06-01

Citigroup Global Markets Inc.

Miami, FL
2005-08-16 → 2006-05-26

Morgan Keegan & Company, Llc

Coral Gables, FL

Coral Gables, FL
2004-01-09 → 2005-08-16

Wells Fargo Clearing Services, Llc

Brentwood, TN

- 1 - REAL ESTATE; RENTAL PROPERTY; St. Natick, MA; OWNER; PROPERTY MANAGER; 2022-08; 1 HRS/MO; 0 HRS DURING TRADING; NOT INVESTMENT RELATED.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-01-24
S63	Uniform Securities Agent State Law Examination	1998-11-10

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