Jason Rheinfelder (CRD# 6698134) is an Investment Advisor Representative working at Delta Investment Management, LLC in Prescott, AZ and has over 7 years of experience in the finance industry.
CRD# 4348493
Commonwealth Financial Network
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3265405
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | Prescott, AZ | Jan 2021 - Current | 3 |
| Yavapai College | Prescott, AZ | Aug 2018 - Current | 5 |
| Davinci Wealth | Prescott, AZ | Mar 2016 - Current | 8 |
| Retirement Wealth Advisors | Prescott, AZ | Aug 2016 - Dec 2020 | 4 |
| The Avenues, Inc. | Dannemois, | Aug 2011 - Jul 2018 | 6 |
| Odyssey Services Corporation | Mesa, AZ | Dec 2016 - Mar 2018 | 1 |
| Rhine Consulting | Leipzig, | Aug 2011 - Aug 2015 | 4 |
| Rheinfelder Consulting | Dewey, AZ | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- AZ
-
Total Assets Under Management629MILLIONS
-
Total Number of Accounts2,127ACCOUNTS
-
Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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