Jerald Paul Menozzi
Investment adviser representative at Orange Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$765MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Orange Investment Advisors, LLCApr 2017 to now
- Semper Capital Management, L.P.Jun 2013 to Jan 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Orange Investment Advisors, LLC
$765MAssets managed
3Clients
2Advisers
8 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
- 5791031
- Firm CRD
- 289406