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Jeffrey Michael Orth

Investment adviser representative at Hornor, Townsend & Kent, LLC
28 yearsExperience
1 stateRegistered in
ChFC®Designation
$9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

28 years in the industry.

  1. Hornor, Townsend & Kent, Inc.Nov 1998 to now
  2. Penn Mutual Life Insurance CoNov 1998 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (CA).

Hornor, Townsend & Kent, LLC

$9BAssets managed
28,369Clients
466Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3160919
Firm CRD
4031
Advisor's SEC record (opens in a new tab)
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