Chief Operating Officer · Diccianni Financial Group, Inc.
Jeanne E. Lawson
CRD 5847467 · 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 Jeanne E. Lawson on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Diccianni Financial Group, Inc.Chief Operating OfficerWealth manager · East Norriton, PA · $129M in regulatory assets
AtlasMembers
Jeanne’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Cynthia D. DiccianniPrincipal, CEO, CCO, Diccianni Financial Group, Inc.
- Luc A. LawsonInvestment Advisory Representative, Diccianni Financial Group, Inc.
- Jade E. LawsonBack Office Manager, 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 Jeanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.