Jefferson
Rotherham
Orion Capital Management LLC
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About this Advisor
Jefferson Rotherham is a certified financial planner working out of Coronado, California who has 4 years of industry experience. Rotherham currently works for Orion Capital Management LLC. The advisor has gained experience at Us Navy, Lpl Financial LLC, Orion Capital Management LLC and The Gensler Group. Rotherham has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Orion Capital Management LLC is an advisory business headquartered in Coronado, CA. The investment advisory business has offices in four locations and just four people on staff. It controls $189 million in total assets among its 393 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 393 customer accounts, 41% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which service is provided. Fee types charged by Orion Capital Management LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Capital Management LLC Brokerage Details
$189,095,508
4
393
$481,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jefferson Rotherham Work History
Jefferson has been registered as a financial advisor for 4 years.*
Orion Capital Management LLC
Lpl Financial LLC
The Gensler Group
Us Navy
*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 Jefferson Rotherham 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 Orion Capital Management LLC
Coronado, CA
Coronado, CA
Coronado, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
