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Jeanne Lawson

Chief Operating Officer at Diccianni Financial Group

Firm officerUpdated

Jeanne Lawson has been Chief Operating Officer of Diccianni Financial Group, Inc., an East Norriton, PA investment adviser managing $129M, since July 2026.

2026
In role since
$129M
Firm AUM
321
Firm clients
2
Firm advisers

From Form ADV filed 14 September 2026Form ADV

Career

Jeanne Lawson is a control person of Diccianni Financial Group and directly owns between 25% and 50% of it.

Diccianni Financial Group is an investment adviser based in East Norriton, PA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $129 million, as filed on 14 September 2026. Its fees, ownership and offices are on the firm’s profile.

Jeanne Lawson is Chief Operations Officer of Diccianni Financial Group, based in East Norriton, PA. She oversees the operations, compliance and back office support of the office, serves as the in-house notary and provides client support. Earlier she began her career at PSFS, then worked for Mellon Bank and for the Resolution Trust Corporation as a Settlement Specialist.

Key facts

CRD
5847467
Firm
Diccianni Financial Group · CRD 149332
Role
Chief Operating Officer
In role since
July 2026 · under a year
Control person
Yes
Direct ownership
25% to 50%
Firm headquarters
East Norriton, PA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
dfgpa.com

Common questions

Where does Jeanne Lawson work?

Jeanne Lawson has been Chief Operating Officer of Diccianni Financial Group, Inc. since July 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 September 2026

How can I verify Jeanne Lawson’s record?

Jeanne Lawson’s role is listed on Diccianni Financial Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149332.

Source: Form ADV, Schedule A, filed 14 September 2026

Leadership at Diccianni Financial Group

Sources

  1. IAPD individual lookup, CRD 5847467, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Diccianni Financial Group, Inc., filed 14 September 2026. Title, control and ownership bands.
  3. Diccianni Financial Group team page. Biography, education, credentials, awards.