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Jamie Susanin Ryan

Orion Portfolio Solutions, LLC

Omaha, NE

Berwyn, PA

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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

17605 Wright St, Omaha, NE 68130 • United States

1055 Westlakes Drive Suite 250, Berwyn, PA 19312 • 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
Lilly Pulitzer King Of Prussia PA 01/2014 12/2016
Lincoln Financial Distributors Radnor PA 07/2017 02/2018
Dartmouth College Hanover NH 09/2013 06/2017
Natixis Investment Managers Boston MA 03/2018 07/2021
Brinker Capital Securities Berwyn PA 08/2021 Present
Orion Portfolio Solutions Omaha NE 01/2022 Present
  • 01/2014 → 12/2016
    Lilly Pulitzer
    King Of Prussia, PA
  • 07/2017 → 02/2018
    Lincoln Financial Distributors
    Radnor, PA
  • 09/2013 → 06/2017
    Dartmouth College
    Hanover, NH
  • 03/2018 → 07/2021
    Natixis Investment Managers
    Boston, MA
  • 08/2021 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-04
  • S63 Uniform Securities Agent State Law Examination
    2017-08-04
Designations
Other Names
  • Jamie Susanin

View on SEC IAPD

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EQUITABLE ADVISORS, LLC · OMAHA, NE
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AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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