Jerald P. Menozzi

ORANGE INVESTMENT ADVISORS

Winter Park, FL 32789-7001

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CRD#: 5791031

Professional summary

Jerald Paul Menozzi JR., who also goes by Jay Menozzi, Jerald P. Menozzi Jr., Jerald P. Menozzi, is a registered financial advisor currently at ORANGE INVESTMENT ADVISORS, LLC located in Winter Park, Florida.

Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jerald has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Menozzi | Jerald P. Menozzi Jr. | Jerald P. Menozzi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerald Paul Menozzi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2019 - Present

ORANGE INVESTMENT ADVISORS, LLC

Office #1: 250 S Park Avenue Ste 370, Winter Park, FL 32789-7001

RIA

CRD#: 289406

Winter Park, FL

Past

August 26, 2019 - December 31, 2023

ORANGE INVESTMENT ADVISORS, LLC

RIA

CRD#: 289406

WINTER PARK, FL

Past

November 9, 2010 - January 3, 2017

SEMPER CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 106297

ORLANDO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORANGE INVESTMENT ADVISORS, LLC

CRD#: 289406 / SEC#: 801-111976

RIA

Registered Investment Advisory firm - (10/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ORANGE INVESTMENT ADVISORS, LLC

CRD#: 289406 / SEC#: 801-111976

RIA

Registered Investment Advisory firm - (10/27/2017 Approved)

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Contact information

Main Address

250 S Park Avenue Ste 370, Winter Park, FL 32789-7001

Mailing Address

Phone number

(407) 758-4082

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ORANGE INVESTMENT ADVISORS, LLC, ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 662,718,529

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerald P. Menozzi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerald Paul Menozzi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ORANGE INVESTMENT ADVISORS, LLC

ORANGE INVESTMENT ADVISORS, LLC

SEMPER CAPITAL MANAGEMENT, L.P.

Primary Firm SEC Registration

ORANGE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ORANGE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORANGE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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