Jessica Delareza has been an investment adviser representative at Global Wealth Management Investment Advisory since September 2026, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Jessica Delareza’s longest registration was 12 years at Ladenburg Thalmann Asset Management Inc (2008–2021). Before joining Global Wealth Management Investment Advisory in 2026, Jessica Delareza was registered through Morgan Stanley and Truist Advisory Services, Inc.
- – present · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Morgan Stanley– · 1 yearFort Lauderdale, FL · Adviser representative · Firm CRD 149777
- – · 2 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Truist Advisory Services, Inc.– · under a yearFort Lauderdale, FL · Adviser representative · Firm CRD 283390
- Ladenburg Thalmann Asset Management Inc– · 12 yearsPlantation, FL · Adviser representative · Firm CRD 108604
Investment adviser representative registrations
Jessica Delareza is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 21 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 2005 |
| Series 7 | General Securities Representative Examination | 10 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jessica L Delareza
- CRD
- 3121137
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Delareza work?
Jessica Delareza is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Delareza a financial advisor?
Yes. Jessica Delareza has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since September 2026.
How many years of experience does Jessica Delareza have?
Jessica Delareza has 21 years in the financial industry, since September 2005, across 4 adviser firms.
What exams has Jessica Delareza passed?
Jessica Delareza has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2004. FINRA credited Jessica Delareza with the SIE, which began in October 2018.
Where did Jessica Delareza work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, Jessica Delareza was registered through Morgan Stanley, February 2025 to August 2026; Truist Advisory Services, Inc., May 2021 to February 2022; Ladenburg Thalmann Asset Management Inc, November 2008 to May 2021.
Where is Jessica Delareza based?
Jessica Delareza’s registered office is in Fort Lauderdale, FL.
Is Jessica Delareza registered with FINRA?
No. Jessica Delareza has no current broker registration.
How can I verify Jessica Delareza’s record?
Search CRD 3121137 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Delareza’s full registration record.
- Lejeana LoveChief Compliance Officer
Christopher ConnessDirector- John ThomasCIO
- Andrew CostaCEO