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You should consult the appropriate professional on these matters.Ĭertified Financial Planner Board of Standards Inc. * Raymond James does not offer Tax or Legal advice. Outside of the office, you can find him sailing with family and friends or playing competitive golf as a member of Palos Verdes Golf Club. Previous board involvement includes the LAX Coastal Education Foundation and the Culver-Palms family YMCA.īorn and raised in Los Angeles, Jeff resides in Palos Verdes Estates with his wife and daughter. Additionally, he’s been a Kiwanian since 2009 and served as past president of the LAX Kiwanis Foundation in 2015. He also serves on the Southern California Golf Association’s Foundation Board which focuses on positive youth development. In the community, Jeff serves on the Investment Policy Advisory Committee for the City of Palos Verdes Estates.
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He holds the Series 7, 9, 10, and 66 securities licenses. In addition, Jeff is also a CFA® (Chartered Financial Analyst ®) Charterholder and is an active member of the CFA Society of Los Angeles.
Jones & Co., Jeff managed the firm’s Westchester office for nearly six years, and in 2014, he opened their El Segundo office.Īs a dedicated student of the capital markets and the financial planning profession, Jeff proudly earned the CERTIFIED FINANCIAL PLANNER™ designation in 2012 after completing the Personal Financial Program at UCLA in 2011. Jones & Co., one of the largest brokerage firms in the United States. Prior to founding DeLarme Wealth Management and affiliating with Raymond James, Jeff was a Financial Advisor and Limited Partner with Edward D. From there, he employs customized recommendations designed to address each client’s unique needs beyond just managing investment portfolios. He follows a consultative process to gain a detailed understanding of his clients’ deepest values and goals. and is the founder of DeLarme Wealth Management, Inc.įor more than a decade, Jeff has worked with affluent clients to address their primary financial concerns, which includes preserving their wealth, mitigating the impact of taxes*, taking care of their heirs, helping protect assets, and fulfilling charitable giving wishes. Jeff DeLarme is a Registered Principal, Financial Advisor, and Branch Manager with Raymond James Financial Services, Inc. We apply a rational, consistent decision making process to meet and exceed our clients’ expectations not only in terms of investment performance but also in the overall level of service we are privileged to provide.Jeff D eLarme, CFA, CFP® Registered Principal, Financial Advisor.Our investment process involves constantly monitoring market conditions to ensure maximum protection of our clients’ savings while looking to earn a reasonable rate of return.