Matthew Delaney has been Managing Member, Chief Compliance Officer of JDH Wealth Management since February 2010, is a control person of the firm and directly owns 75% or more of it.
JDH Wealth Management, LLC is a Santa Rosa, CA firm with $495M under management, 136 clients and 2 advisers in one office, as of its April 2026 filing.
Matthew Delaney is Wealth Advisor & Managing Partner of JDH Wealth. He left Smith Barney (now Morgan Stanley) in 2005 and brought his knowledge of large-firm financial advising to the boutique firm of JDH Wealth.
Matthew Delaney’s longest registration is the current one, 20 years at JDH Wealth Management since 2006. Before joining JDH Wealth Management in 2006, Matthew Delaney was registered through Citigroup Global Markets Inc.
- JDH Wealth Management, LLCCurrent– present · 20 yearsSanta Rosa, CA · Adviser representative · Firm CRD 112474
- Citigroup Global Markets Inc.– · 1 yearRancho Santa Fe, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Matthew Delaney is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2006; the most recent is Texas, in October 2012.
- CaliforniaSince 10 March 2006
- TexasResidentSince 25 October 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 2003 |
| Series 7 | General Securities Representative Examination | 19 September 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew James Delaney
- CRD
- 4691572
- Firm
- JDH Wealth Management · CRD 112474
- Role
- Managing Member, Chief Compliance Officer
- Office
- 181 CONCOURSE BOULEVARD, SUITE A, Santa Rosa, CA 95403
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jdhwealth.com
Where does Matthew Delaney work?
Matthew Delaney has been Managing Member, Chief Compliance Officer of JDH Wealth Management, LLC since February 2010, and is a control person of the firm.
Is Matthew Delaney a financial advisor?
Yes. Matthew Delaney has a current investment-adviser registration in California and Texas, through JDH Wealth Management since March 2006.
How many years of experience does Matthew Delaney have?
Matthew Delaney has 22 years in the financial industry, since July 2004, across 2 adviser firms.
What exams has Matthew Delaney passed?
Matthew Delaney has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2003.
Where did Matthew Delaney work before JDH Wealth Management?
Before JDH Wealth Management, Matthew Delaney was registered through Citigroup Global Markets Inc., April 2004 to December 2005.
Where is Matthew Delaney based?
Matthew Delaney’s registered office is in Santa Rosa, CA.
Is Matthew Delaney registered with FINRA?
No. Matthew Delaney has no current broker registration.
How can I verify Matthew Delaney’s record?
Search CRD 4691572 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Delaney’s full registration record.