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Jacob John Orand

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-08-10
  • NE RA
    APPROVED
    Since 2023-08-10

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • 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
Smart Wealth, Llc Omaha NE 05/2023 Present
Unemployed N/A XX 12/2022 05/2023
United Way Of The Midlands Omaha NE 01/2022 12/2022
Unemployed/Medical Leave N/A XX 08/2021 12/2021
Omaha Children's Museum Omaha NE 02/2013 08/2021
Retire Smart, Llc Omaha NE 05/2023 Present
  • 05/2023 → Present
    Smart Wealth, Llc
    Omaha, NE
  • 12/2022 → 05/2023
    Unemployed
    N/A, XX
  • 01/2022 → 12/2022
    United Way Of The Midlands
    Omaha, NE
  • 08/2021 → 12/2021
    Unemployed/Medical Leave
    N/A, XX
  • 02/2013 → 08/2021
    Omaha Children's Museum
    Omaha, NE
  • 05/2023 → Present
    Retire Smart, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27

View on SEC IAPD

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