Jeffrey Delarme (CRD# 5487389) is an Investment Advisor Representative working at Delarme Wealth Management, Inc. in Palos Verdes Estates, CA and has over 16 years of experience in the finance industry. Jeffrey Delarme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Delarme Wealth Management, Inc. | Palos Verdes Estates, CA | Oct 2023 - Current | < 1 |
Ucla Extension | Palos Verdes Estates, CA | Nov 2021 - Current | 2 |
Raymond James Financial Services | Torrance, CA | May 2016 - Jan 2024 | 7 |
Raymond James Financial Services Advisors Inc. | Torrance, CA | May 2016 - Jan 2024 | 7 |
Delarme Wealth Management, Inc,. | Torrance, CA | May 2016 - Jan 2024 | 7 |
Maeder Wealth Group | Torrance, CA | Jun 2016 - Mar 2017 | < 1 |
Edward Jones | St. Louis, MO | Mar 2008 - May 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- CA
- TX
-
Total Assets Under Management157MILLIONS
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Total Number of Accounts369ACCOUNTS
-
Average Account Value$424,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NE, TX
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