Jason Christopher Rheinfelder
Investment adviser representative at Delta Investment Management, LLC
15 yearsExperience
1 stateRegistered in
$856.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Delta Investment Management, LLCJan 2021 to now
- Yavapai CollegeAug 2018 to now
- Odyssey Services CorporationDec 2016 to Mar 2018
- Retirement Wealth AdvisorsAug 2016 to Dec 2020
- Davinci WealthMar 2016 to Jan 2024
- The Avenues, IncAug 2011 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Delta Investment Management, LLC
$856.7MAssets managed
1,099Clients
26Advisers
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
- 6698134
- Firm CRD
- 149596