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Inactive

Jesus Manuel Delgado

Delgado Private Wealth Management LLC

Naples, FL

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Current Employers
Delgado Private Wealth Management Llc

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-24
TX RA APPROVED_RES 2023-11-05
  • FL RA
    APPROVED
    Since 2024-01-24
  • TX RA
    APPROVED_RES
    Since 2023-11-05

Branch Locations

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • 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
Regions Bank Naples FL 10/2016 06/2017
Bank Of America Naples FL 08/2014 10/2016
Evolve Beyond, Llc Naples FL 04/2015 03/2019
Axa Advisors, Llc Naples NY 06/2017 03/2018
Full-Time Student Naples FL 09/2007 12/2019
Rinaldi Wealth Management, Inc. Bonita Springs FL 05/2022 10/2023
Ciccarelli Advisory Services Naples FL 02/2018 05/2022
Fsc Securities Corporation Naples FL 02/2018 05/2022
Axa Advisors, Llc Naples FL 02/2018 03/2018
Delgado Capital Venture Group, Llc Naples FL 03/2019 Present
Jesus M. Delgado, Llc Naples FL 04/2022 Present
Rinaldi Wealth Management, Inc. Bonita Springs FL 08/2022 10/2023
Delgado Private Wealth Management Llc Naples FL 10/2023 Present
N/A Naples FL 09/2014 12/2019
  • 10/2016 → 06/2017
    Regions Bank
    Naples, FL
  • 08/2014 → 10/2016
    Bank Of America
    Naples, FL
  • 04/2015 → 03/2019
    Evolve Beyond, Llc
    Naples, FL
  • 06/2017 → 03/2018
    Axa Advisors, Llc
    Naples, NY
  • 09/2007 → 12/2019
    Full-Time Student
    Naples, FL
  • 05/2022 → 10/2023
    Bonita Springs, FL
  • 02/2018 → 05/2022
    Ciccarelli Advisory Services
    Naples, FL
  • 02/2018 → 05/2022
    Fsc Securities Corporation
    Naples, FL
  • 02/2018 → 03/2018
    Axa Advisors, Llc
    Naples, FL
  • 03/2019 → Present
    Delgado Capital Venture Group, Llc
    Naples, FL
  • 04/2022 → Present
    Jesus M. Delgado, Llc
    Naples, FL
  • 08/2022 → 10/2023
    Bonita Springs, FL
  • 10/2023 → Present
    Naples, FL
  • 09/2014 → 12/2019
    N/A
    Naples, FL
Previous Registrations
Other Businesses

1) DELGADO CAPITAL VENTURE GROUP LLC; OWNER/MANAGER; INV REL; NAPLES, FL; START 03/2019; 6 HRS/MO; 0 DURING SECURITIES TRADING; BUY, RENT, SELL REAL ESTATE. 2) JESUS M. DELGADO, LLC; OWNER/MANAGER; PASS THROUGH ENTITY; NAPLES, FL; START 04/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-05
  • S66 Uniform Combined State Law Examination
    2017-10-05
Designations

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