Investment adviser representative · Delta Investment Management, LLC
Jason C. Rheinfelder
CRD 6698134 · Prescott, AZ
At a glance
Jason C. Rheinfelder is an investment adviser representative with Delta Investment Management, LLC in Prescott, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Delta Investment Management, LLCSince March 2021Prescott, AZ · $857M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Delta Investment Management, LLC
- Timothy P. AndersonSan Francisco
- Howard B. Aschwald Jr.San Francisco · Chartered Financial Analyst
- Christopher T. AtkesonSan Francisco
- Nicholas G. AtkesonSan Francisco
- Edwin A. BarrettoSan Francisco
- Dow S. BartonGreenville
- Matthew BurkeGreenville
- George A. FossingGreenville
Every advisor at Delta Investment Management, LLC →Delta Investment Management, LLC: assets, clients and custodians →Financial advisors in Prescott, AZ →Advisor Moves: who changed firms this week →