Inactive

Jacob Thomas Childers

Orion Portfolio Solutions, LLC

Claim This Profile

Current Employers

Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-01-02

NE RA
APPROVED

Since 2025-01-02

Branch Locations

2300 Litton Street, Hebron, KY 41048 • 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

Organization	City	State	From	To
Orion Portfolio Solutions	Hebron	KY	06/2010	Present

06/2010 → Present

Orion Portfolio Solutions

Hebron, KY

Previous Registrations

2016-11-14 → 2023-01-06

Orion Portfolio Solutions, Llc

Hebron, KY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-11-14

S65 Uniform Investment Adviser Law Examination

2016-11-14

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PNC WEALTH MANAGEMENT LLC

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

Other Investors

MARK LOUIS WEISS

Preston Edward Suttmiller

Timothy Jonathon William Noe

Benjamin Thomas Tunney

Kristopher Mcknight

STEVEN G SCHNELL

CHRISTOPHER M HOPPER

ROBERT MICHAEL ERNST

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Hebron, KY

ORION PORTFOLIO SOLUTIONS, LLC · HEBRON, KY

PNC WEALTH MANAGEMENT LLC · CLEVES, OH

FIFTH THIRD SECURITIES, INC. · CLEVES, OH

FIFTH THIRD SECURITIES, INC. · HEBRON, KY

STATE FARM INVESTMENT MANAGEMENT CORP. · Hebron, KY

LPL FINANCIAL LLC · CINCINNATI, OH

PRIVATE ADVISOR GROUP, LLC · Cincinnati, OH

More in Hebron, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor