Delaney Jean is a registered investment advisor, based in Williamsport, PA, with 7 years of industry experience.
Location
Oaks Plaza 2350 E. Third Street, Suite 6, Williamsport, PA, 17701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Delaney is an Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. Delaney also provides insurance advice as an agent with Independent Insurance Agencies, spending a few hours per week. Additionally, Delaney owns rental real estate and a farm, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Voya Financial Advisors, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.