Jason Christopher Rheinfelder

Current Employers

Delta Investment Management, Llc

708 Montgomery Street, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2021-03-31

AZ RA
APPROVED

Since 2021-03-31

Branch Locations

Prescott, AZ • 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

Organization	City	State	From	To
Davinci Wealth	Prescott	AZ	03/2016	01/2024
The Avenues, Inc	Dannemois		08/2011	07/2018
Retirement Wealth Advisors	Prescott	AZ	08/2016	12/2020
Odyssey Services Corporation	Mesa	AZ	12/2016	03/2018
Yavapai College	Prescott	AZ	08/2018	Present
Delta Investment Management, Llc	Prescott	AZ	01/2021	Present

03/2016 → 01/2024

Davinci Wealth

Prescott, AZ
08/2011 → 07/2018

The Avenues, Inc

Dannemois
08/2016 → 12/2020

Retirement Wealth Advisors

Prescott, AZ
12/2016 → 03/2018

Odyssey Services Corporation

Mesa, AZ
08/2018 → Present

Yavapai College

Prescott, AZ
01/2021 → Present

Delta Investment Management, Llc

Prescott, AZ

Previous Registrations

2016-10-20 → 2021-03-19

Brookstone Wealth Advisors, Llc

Prescott, AZ

Prescott, AZ

Other Businesses

Yavapai College, non investment-related, 1100 E Sheldon St., Prescott, AZ 86301, College, Professor of Economics, August 2018, 80 hrs/month all during trading times, Professor of Economics.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-10

S65 Uniform Investment Adviser Law Examination

2016-10-10

View on SEC IAPD