Jesse D'Elia has been an investment adviser representative at Attleboro Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners. Jesse D'Elia holds a Bachelor's degree from Millersville University.
Attleboro Wealth Management LLC is a Yardley, PA firm with $129M under management, 142 clients and 5 advisers in one office, as of its May 2026 filing.
Jesse D'Elia is a Financial Planner and Investment Committee Member at Attleboro Wealth Management. He guides clients through the firm's financial planning process. Before joining the firm, he began his career at The Vanguard Group in 2014, where he provided financial advice and guidance to individuals and families.
Jesse D'Elia’s longest registration was 5 years at Vanguard Advisers, Inc. (2019–2025). Before joining Attleboro Wealth Management in 2025, Jesse D'Elia was registered through Vanguard Advisers, Inc.
- – present · 1 yearYardley, PA · Adviser representative · Firm CRD 318056
- Vanguard Advisers, Inc.– · 5 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Attleboro Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jesse D'Elia is registered as an investment adviser representative in 3 states. Each was approved in February 2025.
- New JerseySince 13 February 2025
- PennsylvaniaSince 10 February 2025
- TexasSince 10 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 February 2014 |
| Series 7 | General Securities Representative Examination | 4 February 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jesse Daniel D'Elia
- CRD
- 6279918
- Firm
- Attleboro Wealth Management · CRD 318056
- Office
- 1051 LINDENHURST ROAD, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does Jesse D'Elia work?
Jesse D'Elia is an investment adviser representative registered through Attleboro Wealth Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jesse D'Elia a financial advisor?
Yes. Jesse D'Elia has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Attleboro Wealth Management since February 2025.
How many years of experience does Jesse D'Elia have?
Jesse D'Elia has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Jesse D'Elia passed?
Jesse D'Elia has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 2014. FINRA credited Jesse D'Elia with the SIE, which began in October 2018.
Where did Jesse D'Elia work before Attleboro Wealth Management?
Before Attleboro Wealth Management, Jesse D'Elia was registered through Vanguard Advisers, Inc., October 2019 to February 2025.
Where is Jesse D'Elia based?
Jesse D'Elia’s registered office is in Yardley, PA.
Is Jesse D'Elia registered with FINRA?
No. Jesse D'Elia has no current broker registration.
Is Jesse D'Elia a CFP?
Attleboro Wealth Management lists Jesse D'Elia with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jesse D'Elia’s record?
Search CRD 6279918 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse D'Elia’s full registration record.
