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Jeffrey Scott Canfield

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 5722413

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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:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-01-23
  • NE RA
    APPROVED
    Since 2023-01-23

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
Orion Advisor Technology Omaha NE 06/2015 Present
Orion Portfolio Solutions Omaha NE 06/2015 Present
  • 06/2015 → Present
    Orion Advisor Technology
    Omaha, NE
  • 06/2015 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
  • 2022-04-22 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-21
S63 Uniform Securities Agent State Law Examination 2010-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-04-21
  • S63 Uniform Securities Agent State Law Examination
    2010-06-10
Other Names
  • Jeff Canfield
  • Jeffrey Scott Canfield
  • Jeffrey Scott Canfield

View on SEC IAPD

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