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Jeffrey David Delarme

Jeffrey D. Delarme

DELARME WEALTH MANAGEMENT
PALOS VERDES ESTATES, CA 90274
Some features on this profile are disabled
CRD#: 5487389
Jeffrey David Delarme

Professional summary

Jeffrey David Delarme, CFP®, who also goes by Jeff Delarme, is a registered financial advisor currently at DELARME WEALTH MANAGEMENT, INC. located in Palos Verdes Estates, California.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Delarme

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UCLA Extension not investment-related 1145 Gayley Ave, Los Angeles, CA, 90024 public university Instructor 11/1/2021 60 hours per year all hours during trading Teach an Investment Planning course 2-3 times a year. Jeffrey DeLarme investment-related 2550 Via Tejon, Suite 3A, Palos Verdes Estates, CA, 90274 insurance Licensed Insurance Agent 1/20/2017 0 hours per month 0 hours during trading Although I am insurance licensed, I am not actively selling insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey David Delarme's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

January 2, 2024 - Present

DELARME WEALTH MANAGEMENT, INC.

Office #1: 2550 Via Tejon Suite 3a, Palos Verdes Estates, CA 90274
RIA
CRD#: 328372
PALOS VERDES ESTATES, CA
Past

May 18, 2016 - December 31, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Palos Verdes Estates, CA
Past

May 5, 2016 - December 31, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Palos Verdes Estates, CA
Past

April 14, 2008 - May 6, 2016

EDWARD JONES

RIA
CRD#: 250
EL SEGUNDO, CA
Past

March 31, 2008 - May 6, 2016

EDWARD JONES

BD
CRD#: 250
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DELARME WEALTH MANAGEMENT, INC.
DELARME WEALTH MANAGEMENT, INC.

CRD#: 328372 / SEC#: 801-128936

RIA
Registered Investment Advisory firm - (10/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/2/2024)
IAR
Texas
(1/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/10/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/23/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/9/2017
General Securities Sales Supervisor - Options Module Examination

Current Firm

DW
DELARME WEALTH MANAGEMENT, INC.
DELARME WEALTH MANAGEMENT, INC.

CRD#: 328372 / SEC#: 801-128936

RIA
Registered Investment Advisory firm - (10/24/2023 Approved)
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Contact information

Main Address
2550 Via Tejon Suite 3a, Palos Verdes Estates, CA 90274
Mailing Address
Phone number
(424) 250-1725
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-05-27 DELARME WEALTH MANAGEMENT FORM ADV PART 2A (5/27/2025)

Regulatory assets under management

Total Number of Accounts399
AUM (Assets Under Management)$ 169,472,046

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DELARME WEALTH MANAGEMENT, INC.

CRD#: 328372Palos Verdes Estates, CA 90274

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