Jeffrey
Orth

Hornor, Townsend & Kent, LLC

CRD#3160919
Investment Advisor
in Gilroy, CA

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About this Advisor

Jeffrey Orth is a chartered financial consultant working in Gilroy, California with a total of 13 years of relevant experience. Orth works at Hornor, Townsend & Kent, LLC. Their career trajectory has included roles at Hornor, Townsend & Kent, Inc and Penn Mutual Life Insurance Co. Orth holds a Series 63 license, qualifying them as a securities representative, and is registered to operate in California. Hornor, Townsend & Kent, LLC is a registered investment company headquartered in Horsham, PA. The firm has offices in 172 locations and a total of 471 advisors. It controls $7 billion in assets across its 27,773 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 21 charities and foundations. Of its 27,773 client accounts, just 14% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Hornor, Townsend & Kent, LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Hornor, Townsend & Kent, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7539 Eigleberry St
Gilroy, CA 95020

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$7,114,905,281

CA Average: $15,833,994,310
Total Number of Employees

471

CA Average: 41
Total Number of Accounts

27,773

CA Average: 3,342
Average Account Size

$256,181

CA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jeffrey Orth Work History

Jeffrey has been registered as a financial advisor for 13 years.*

1998 - Present (26 years)

Hornor, Townsend & Kent, Inc

1998 - Present (26 years)

Penn Mutual Life Insurance Co

*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 Jeffrey Orth 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 Hornor, Townsend & Kent, LLC

Joshua Baer
New York, NY
Erick Colon
Wakefield, MA
Anita Li
Horsham, PA
Brian Chew
Fairhope, AL
Carlos Suarez
Miami, FL
Christopher Devito
New York, NY
Matthew Slain
Beachwood, OH
Michael Mines
New York, NY

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.

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