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Jeremy Lawrence Hersch

Orion Portfolio Solutions, LLC

Omaha, NE

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Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-17
  • NE RA
    APPROVED
    Since 2023-01-17

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
Diversified Investment Advisors Purchase NY 03/2009 05/2017
Diversified Investors Securities Corp. Purchase NY 04/2009 05/2017
Transamerica Harrison NY 03/2009 05/2017
Advised Assets Group, Llc Greenwood Village CO 05/2017 12/2020
Orion Advisor Technology Omaha NE 09/2021 Present
Unemployed Greenwood Village CO 12/2020 09/2021
Brinker Capital Securities Llc Berwyn PA 11/2021 Present
Orion Portfolio Solutions Omaha NE 09/2021 Present
  • 03/2009 → 05/2017
    Diversified Investment Advisors
    Purchase, NY
  • 04/2009 → 05/2017
    Diversified Investors Securities Corp.
    Purchase, NY
  • 03/2009 → 05/2017
    Transamerica
    Harrison, NY
  • 05/2017 → 12/2020
    Advised Assets Group, Llc
    Greenwood Village, CO
  • 09/2021 → Present
    Orion Advisor Technology
    Omaha, NE
  • 12/2020 → 09/2021
    Unemployed
    Greenwood Village, CO
  • 11/2021 → Present
    Brinker Capital Securities Llc
    Berwyn, PA
  • 09/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2021-09-28 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Greenwood Village, CO
    Omaha, NE
  • 2017-07-18 → 2020-12-14
    Empower Advisory Group, Llc
    New York, NY
    Greenwood Village, CO
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-14
S63 Uniform Securities Agent State Law Examination 2004-10-22
  • S65 Uniform Investment Adviser Law Examination
    2017-07-14
  • S63 Uniform Securities Agent State Law Examination
    2004-10-22
Designations
Other Names
  • Jeremy L. Hersch

View on SEC IAPD

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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

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