Jason
Rheinfelder
Delta Investment Management, LLC
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About this Advisor
Jason Rheinfelder is a financial advisor working in Prescott, Arizona who has 2 years of industry experience. Rheinfelder is on the advisory team at Delta Investment Management, LLC. Over the course of their career, Rheinfelder has held roles at Davinci Wealth, The Avenues, Inc, Rhine Consulting, Retirement Wealth Advisors, Rheinfelder Consulting, Odyssey Services Corporation, Yavapai College and Delta Investment Management, LLC. Rheinfelder maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Arizona. Delta Investment Management, LLC is a registered investment firm operating out of San Francisco, CA. The company has offices in 10 locations and a total of 24 advisors. It oversees $532 million in assets across its 1,978 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,978 accounts, just 9% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on which services are provided. Fee types charged by Delta Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$531,721,525
24
1,978
$268,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Rheinfelder Work History
Jason has been registered as a financial advisor for 2 years.*
Delta Investment Management, LLC
Yavapai College
Davinci Wealth
Retirement Wealth Advisors
Odyssey Services Corporation
The Avenues, Inc
Rhine Consulting
Rheinfelder Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Rheinfelder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Investment Management, LLC
Durango, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Prescott, AZ
San Francisco, CA
Greenville, SC
Prescott, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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