Jesus M. Delgado

DELGADO PRIVATE WEALTH MANAGEMENT LLC

Naples, FL 34108

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CRD#: 6769429

Professional summary

Jesus Manuel Delgado, CFP® is a registered financial advisor currently at DELGADO PRIVATE WEALTH MANAGEMENT LLC located in Naples, Florida.

Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jesus has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Manuel Delgado's 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

Experience

Current

November 15, 2023 - Present

DELGADO PRIVATE WEALTH MANAGEMENT LLC

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 329001

Naples, FL

Past

May 12, 2022 - October 17, 2023

RINALDI WEALTH MANAGEMENT, INC.

RIA

CRD#: 311583

BONITA SPRINGS, FL

Past

February 21, 2018 - May 10, 2022

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

NAPLES, FL

Past

February 20, 2018 - May 10, 2022

FSC SECURITIES CORPORATION

CRD#: 7461

NAPLES, FL

Past

February 9, 2018 - March 6, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FORT MYERS, FL

Past

June 14, 2017 - March 6, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

FORT MYERS, FL

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

Florida
(1/24/2024)

IAR

Texas
(11/15/2023)

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

IAR

Series 66

Date: 10/5/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2017

General Securities Representative Examination

Current Firm

DELGADO PRIVATE WEALTH MANAGEMENT LLC

DELGADO PRIVATE WEALTH MANAGEMENT LLC | DELGADO PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 329001 / SEC#:

Florida

Registered Investment Advisory firm - (1/24/2024 Approved)

Texas

Registered Investment Advisory firm - (11/5/2023 Conditional Restricted)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(239) 422-5466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 33,748,188

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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Jesus M. Delgado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Manuel Delgado's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELGADO PRIVATE WEALTH MANAGEMENT LLC

RINALDI WEALTH MANAGEMENT, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/14/2017

Current Firm

DELGADO PRIVATE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DELGADO PRIVATE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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