Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Delarme is a financial advisor with over 15 years of experience in the financial services industry. Jeffrey is a Certified Financial Planner and Chartered Financial Analyst and currently holds registrations in California and Texas. Jeffrey's background includes experience with both Edward Jones and Raymond James Financial Services. Jeffrey is the president and owner of Delarme Wealth Management, Inc., which provides financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. The firm has over $156 million in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/02/2024 - Present
Delarme Wealth Management, Inc. (PALOS VERDES ESTATES CA)
CA
05/05/2016 - 12/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Palos Verdes Estates CA)
CA
03/31/2008 - 05/06/2016
EDWARD JONES (EL SEGUNDO CA)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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