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Jefferson Joseph Rotherham

Orion Capital Management LLC

Coronado, CA

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Current Employers
Orion Capital Management Llc

1330 Orange Avenue, Suite 302, Coronado, CA 92118 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1330 Orange Avenue Suite 303, Coronado, CA 92118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Coronado CA 06/2014 02/2019
Orion Capital Management Llc Coronado CA 04/2019 Present
The Gensler Group Coronado CA 01/2013 02/2019
  • 06/2014 → 02/2019
    Lpl Financial Llc
    Coronado, CA
  • 04/2019 → Present
    Orion Capital Management Llc
    Coronado, CA
  • 01/2013 → 02/2019
    The Gensler Group
    Coronado, CA
Previous Registrations
  • 2016-05-23 → 2019-03-18
    The Gensler Group
    Coronado, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2015-10-02
Designations

View on SEC IAPD

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Other Offices

TRIVANT CUSTOM PORTFOLIO GROUP LLC · SAN DIEGO, CA
SILVIA MCCOLL WEALTH MANAGEMENT, LLC · SAN DIEGO, CA
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAN DIEGO, CA
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