Jesse D. D'elia

ATTLEBORO WEALTH MANAGEMENT LLC

Yardley, PA 19067

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CRD#: 6279918

Professional summary

Jesse Daniel D'elia, CFP®, who also goes by Jesse D Delia, Jesse Daniel Delia, is a registered financial advisor currently at ATTLEBORO WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jesse has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse D Delia | Jesse Daniel Delia

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.

1. B. E. 2A Properties LLC; Owner; Not Investment Related; 1833 Woodland Rd Abington PA 19001; Residential home purchase, improvement, renovation, and re-sale; Home improvement and renovation for re-sale. ; Start date: 2025-03-11; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10. 2. Mr. D'Elia is a licensed insurance agent/broker.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Daniel D'elia'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: 2017

Experience

Current

February 10, 2025 - Present

ATTLEBORO WEALTH MANAGEMENT LLC

Office #1: 1051 Lindenhurst Road, Yardley, PA 19067

RIA

CRD#: 318056

Yardley, PA

Past

October 1, 2019 - February 3, 2025

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

February 4, 2014 - February 3, 2025

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205

RIA

Registered Investment Advisory firm - (8/21/2025 Approved)

New Jersey

Registered Investment Advisory firm - (9/12/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(2/13/2025)

IAR

Pennsylvania
(2/10/2025)

IAR

Texas
(2/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/19/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2014

General Securities Representative Examination

Current Firm

ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205

RIA

Registered Investment Advisory firm - (8/21/2025 Approved)

New Jersey

Registered Investment Advisory firm - (9/12/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/3/2025 Terminated)

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Contact information

Main Address

1051 Lindenhurst Road, Yardley, PA 19067

Mailing Address

Phone number

(215) 310-9440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 113,057,319

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.

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Jesse D. D'elia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Daniel D'elia's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATTLEBORO WEALTH MANAGEMENT LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ATTLEBORO WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/4/2014

Current Firm

ATTLEBORO WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATTLEBORO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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