Back Office Manager · Diccianni Financial Group, Inc.
Jade E. Lawson
CRD 6752156 · Named on Form ADV at one SEC-registered adviser
At a glance
Diccianni Financial Group, Inc., an SEC-registered wealth manager based in East Norriton, PA with $129 million in regulatory assets, lists Jade E. Lawson on its Form ADV as Back Office Manager.
Firms and roles
- Diccianni Financial Group, Inc.Back Office ManagerWealth manager · East Norriton, PA · $129M in regulatory assets
AtlasMembers
Jade’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Cynthia D. DiccianniPrincipal, CEO, CCO, Diccianni Financial Group, Inc.
- Jeanne E. LawsonChief Operating Officer, Diccianni Financial Group, Inc.
- Luc A. LawsonInvestment Advisory Representative, Diccianni Financial Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jade’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.