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Adam Joseph Rutherford

Orchard Securities, LLC

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About Adam Joseph Rutherford

Adam Rutherford is a registered representative with Orchard Securities, LLC. Adam has been in the financial services industry since 2006. He has Series 7, Series 63, Series 65, and Series 22TO licenses, as well as the SIE exam. He is currently registered in Alaska, California, Idaho, Montana, Oregon, Utah, Washington, and Wyoming. Adam has previously worked for GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc.

Firm Information

Adam Rutherford is currently registered with Orchard Securities, LLC. Orchard Securities, LLC, is a Limited Liability Company formed on September 27, 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adam Rutherford’s Registration & Firm History

UT

01/10/2023 - Present

Orchard Securities, LLC (PLEASANT GROVE UT)

KS

09/02/2014 - 03/27/2017

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

07/18/2006 - 09/02/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 03/01/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 11/01/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Joseph Rutherford.
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