JD
CFP
JD
CFP

Jesse Daniel D'elia

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$905K average
Assets Under Management
$106.8M

Fee Structure

Minimum Investment:$1M
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Location

1051 Lindenhurst Road, Yardley, PA, 19067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jesse is the owner of B. E. 2A Properties LLC, a company involved in residential home purchase, improvement, renovation, and re-sale. He spends minimal time on this activity.

Employment History
Current Registrations
Attleboro Wealth Management LLC
February 2025 - Present · 1 yr
Previous Registrations
Vanguard Advisers, INC.
October 2019 - February 2025 · 5 yrs 4 mos
Vanguard Marketing CorporationBroker
February 2014 - February 2025 · 11 yrs
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.