Best Investors Account Sign in
Inactive

Michael T Jeffries

Orion Portfolio Solutions, LLC

Omaha, NE

Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-04-11
  • NE RA
    APPROVED
    Since 2024-04-11

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Financial Specialists Llc Schaumburg IL 08/2012 03/2024
Cetera Investment Advisers Llc Schaumburg IL 01/2014 03/2024
Cetera Advisor Networks Llc El Segundo CA 01/2013 03/2024
Cetera Advisors Llc Denver CO 01/2013 03/2024
Cetera Investment Services Llc Saint Cloud MN 01/2013 03/2024
First Allied Securities, Inc. San Diego CA 01/2015 09/2022
Investors Capital Corp Lynnfield MA 01/2015 11/2016
Legend Equities Corporation Palm Beach Gardens FL 01/2015 12/2016
Summit Brokerage Services, Inc. Boca Raton FL 01/2015 03/2024
Vsr Financial Services, Inc. Overland Park KS 09/2015 11/2016
Girard Securities, Inc. San Diego CA 09/2015 11/2017
Brinker Capital Securities Philadelphia PA 03/2024 Present
Orion Portfolio Solutions Omaha NE 03/2024 Present
  • 08/2012 → 03/2024
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2014 → 03/2024
    Schaumburg, IL
  • 01/2013 → 03/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2013 → 03/2024
    Cetera Advisors Llc
    Denver, CO
  • 01/2013 → 03/2024
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 01/2015 → 09/2022
    First Allied Securities, Inc.
    San Diego, CA
  • 01/2015 → 11/2016
    Investors Capital Corp
    Lynnfield, MA
  • 01/2015 → 12/2016
    Legend Equities Corporation
    Palm Beach Gardens, FL
  • 01/2015 → 03/2024
    Summit Brokerage Services, Inc.
    Boca Raton, FL
  • 09/2015 → 11/2016
    Vsr Financial Services, Inc.
    Overland Park, KS
  • 09/2015 → 11/2017
    Girard Securities, Inc.
    San Diego, CA
  • 03/2024 → Present
    Brinker Capital Securities
    Philadelphia, PA
  • 03/2024 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2012-08-20 → 2024-03-04
    El Segundo, CA
  • 2010-10-13 → 2023-06-29
    Cetera Wealth Services, Llc
    El Segundo, CA
    El Segundo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-26
  • S66 Uniform Combined State Law Examination
    2009-02-26
Other Names
  • Michael T Jeffries
  • Michael Thomas Jeffries

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor