Christopher Owens

Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2026 → Present
  Orion Portfolio Solutions
  Berwyn, PA
• 04/2026 → Present
  Orion Portfolio Solutions
  Berwyn, PA
• 03/2020 → 04/2026
  Bny
  Berwyn, PA
• 08/2015 → 01/2020
  Sei
  Oaks, PA
• 02/2020 → 02/2020
  Unemployed
  Ambler, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09