Best Investors Account Sign in

Jason Matthew Shevland

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
PA RA APPROVED 2023-01-18
  • PA RA
    APPROVED
    Since 2023-01-18

Branch Locations

17605 Wright St, Omaha, NE 68130 • 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
Brinker Capital Berwyn PA 04/1998 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 04/1998 → Present
    Brinker Capital
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-04-01 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Winchester, MA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Winchester, MA
    Omaha, NE
    Winchester, MA
  • 2006-09-18 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
    Winchester, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-05-21
S65 Uniform Investment Adviser Law Examination 1999-12-13
  • S63 Uniform Securities Agent State Law Examination
    2007-05-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-13
Other Names
  • Jason Matthew Shevland
  • Jason M Shevland

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor