Jacob David Orton

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-04-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	American Fork	UT	05/2023	12/2024
Alice Lane	Lindon	UT	07/2022	05/2023
Church Of Jesus Christ Of Latter Day Saints (Service)	Scottsdale	AZ	08/2020	07/2022
In-N-Out Burger	American Fork	UT	06/2019	07/2020
Alpine School District	Lehi	UT	11/2017	06/2019
Alpine School District	Highland	UT	05/2013	11/2017
Thanksgiving Point	Eagle Mountain	UT	09/2022	04/2023
Orion Portfolio Solutions	Omaha	NE	01/2025	Present
Brinker Capital Securities	Berwyn	PA	01/2025	Present

05/2023 → 12/2024

Fidelity Investments

American Fork, UT
07/2022 → 05/2023

Alice Lane

Lindon, UT
08/2020 → 07/2022

Church Of Jesus Christ Of Latter Day Saints (Service)

Scottsdale, AZ
06/2019 → 07/2020

In-N-Out Burger

American Fork, UT
11/2017 → 06/2019

Alpine School District

Lehi, UT
05/2013 → 11/2017

Alpine School District

Highland, UT
09/2022 → 04/2023

Thanksgiving Point

Eagle Mountain, UT
01/2025 → Present

Orion Portfolio Solutions

Omaha, NE
01/2025 → Present

Brinker Capital Securities

Berwyn, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-07
S63	Uniform Securities Agent State Law Examination	2023-08-16

Other Firms