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Jacob Patrick Moran

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 2023-06-08
  • NE RA
    APPROVED
    Since 2023-06-08

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
Td Ameritrade Omaha NE 06/2020 05/2021
Sandhills Global Lincoln NE 07/2019 03/2020
Scheels Lincoln NE 04/2018 06/2019
University Of Nebraska-Lincoln Lincoln NE 12/2017 04/2018
Mattson Ricketts Law Firm Lincoln NE 08/2017 12/2017
Parks And Recreation Sioux Falls Sioux Falls SD 05/2017 08/2017
University Of Nebraska-Lincoln Lincoln NE 08/2016 05/2020
Ameriprise Financial Services, Llc Minneapolis MN 05/2021 10/2022
Boyd Jones Construction Omaha NE 10/2022 05/2023
Orion Portfolio Solutions Omaha NE 06/2023 Present
Brinker Capital Securities Berwyn PA 06/2023 Present
  • 06/2020 → 05/2021
    Td Ameritrade
    Omaha, NE
  • 07/2019 → 03/2020
    Sandhills Global
    Lincoln, NE
  • 04/2018 → 06/2019
    Scheels
    Lincoln, NE
  • 12/2017 → 04/2018
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2017 → 12/2017
    Mattson Ricketts Law Firm
    Lincoln, NE
  • 05/2017 → 08/2017
    Parks And Recreation Sioux Falls
    Sioux Falls, SD
  • 08/2016 → 05/2020
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 05/2021 → 10/2022
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 10/2022 → 05/2023
    Boyd Jones Construction
    Omaha, NE
  • 06/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 06/2023 → Present
    Brinker Capital Securities
    Berwyn, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-03
S63 Uniform Securities Agent State Law Examination 2020-09-28
  • S65 Uniform Investment Adviser Law Examination
    2021-06-03
  • S63 Uniform Securities Agent State Law Examination
    2020-09-28
Other Names
  • Jake Patrick Moran
  • Jacob Patrick Moran

View on SEC IAPD

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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

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