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Andrew James Glaser

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 2023-01-24
  • NE RA
    APPROVED
    Since 2023-01-24

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
J.P. Morgan Securities Llc Chicago IL 07/2011 05/2019
Jpmorgan Chase Bank Na Chicago IL 07/2011 05/2019
Orion Advisor Technology Omaha NE 05/2021 Present
Orion Portfolio Solutions Omaha NE 05/2021 Present
Unemployed Chicago IL 06/2019 04/2021
  • 07/2011 → 05/2019
    J.P. Morgan Securities Llc
    Chicago, IL
  • 07/2011 → 05/2019
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 05/2021 → Present
    Orion Advisor Technology
    Omaha, NE
  • 05/2021 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2019 → 04/2021
    Unemployed
    Chicago, IL
Previous Registrations
  • 2021-07-26 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Chicago, IL
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-23
S63 Uniform Securities Agent State Law Examination 2011-09-20
  • S65 Uniform Investment Adviser Law Examination
    2021-07-23
  • S63 Uniform Securities Agent State Law Examination
    2011-09-20
Other Names
  • Andrew Glaser

View on SEC IAPD

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