Jason Rheinfelder has been an investment adviser representative at Delta Investment Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Delta Investment Management, LLC is a San Francisco, CA firm with $857M under management, 1,099 clients and 25 advisers across 11 offices, as of its April 2026 filing.
Jason Rheinfelder’s longest registration is the current one, 5 years at Delta Investment Management since 2021. Before joining Delta Investment Management in 2021, Jason Rheinfelder was registered through Retirement Wealth Advisors, LLC.
- – present · 5 yearsPrescott, AZ · Adviser representative · Firm CRD 149596
- Retirement Wealth Advisors, LLC– · 4 yearsPrescott, AZ · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Jason Rheinfelder is registered as an investment adviser representative in Arizona, since March 2021.
- ArizonaSince 31 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Christopher Rheinfelder
- CRD
- 6698134
- Firm
- Delta Investment Management · CRD 149596
- Office
- Prescott, AZ
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Rheinfelder work?
Jason Rheinfelder is an investment adviser representative registered through Delta Investment Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jason Rheinfelder a financial advisor?
Yes. Jason Rheinfelder has a current investment-adviser registration in Arizona, through Delta Investment Management since March 2021.
How many years of experience does Jason Rheinfelder have?
Jason Rheinfelder has 9 years in the financial industry, since October 2016, across 2 adviser firms.
What exams has Jason Rheinfelder passed?
Jason Rheinfelder passed the Series 65 in October 2016.
Where did Jason Rheinfelder work before Delta Investment Management?
Before Delta Investment Management, Jason Rheinfelder was registered through Retirement Wealth Advisors, LLC, October 2016 to March 2021.
Where is Jason Rheinfelder based?
Jason Rheinfelder’s registered office is in Prescott, AZ.
Is Jason Rheinfelder registered with FINRA?
No. Jason Rheinfelder has no current broker registration.
How can I verify Jason Rheinfelder’s record?
Search CRD 6698134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Rheinfelder’s full registration record.
