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Jose Miguel Herrera

Orion Portfolio Solutions, LLC

Berwyn, PA

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

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • United States

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
Cardionet Inc. Malvern PA 07/2009 10/2016
Capital One Investing, Llc Wilmington DE 07/2016 07/2018
Capital One Advisors Wilmington DE 02/2017 07/2018
Brinker Capital Securities Berwyn PA 07/2018 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 07/2009 → 10/2016
    Cardionet Inc.
    Malvern, PA
  • 07/2016 → 07/2018
    Capital One Investing, Llc
    Wilmington, DE
  • 02/2017 → 07/2018
    Capital One Advisors
    Wilmington, DE
  • 07/2018 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-01-10 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Berwyn, PA
  • 2020-10-19 → 2021-12-31
    Orion Portfolio Solutions, Llc
    Omaha, NE
  • 2018-07-18 → 2020-10-16
    Brinker Capital Inc
    Berwyn, PA
  • 2017-02-27 → 2018-07-24
    Capital One Advisors, Llc
    Wilmington, DE
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-21
  • S66 Uniform Combined State Law Examination
    2017-02-21

View on SEC IAPD

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Other Offices

ELLIS INVESTMENT PARTNERS, LLC · BERWYN, PA
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GREAT VALLEY ADVISOR GROUP, LLC · Berwyn, PA
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CREATIVE PLANNING · Berwyn, PA
CREATIVE PLANNING · Berwyn, PA
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