Jacob
Moran
Orion Portfolio Solutions, LLC
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About this Advisor
Jacob Moran is a financial advisor based in Omaha, Nebraska, working with Orion Portfolio Solutions, LLC. Jacob has previously held positions at Td Ameritrade, Sandhills Global, Scheels, University Of Nebraska-Lincoln, Mattson Ricketts Law Firm, Parks And Recreation Sioux Falls, O'Gorman High School, Ballrds Asphalt & Maintenance, Minnehaha Country Club, Country Club Of Sioux Falls, Sioux Falls Park And Recreation, O'Gorman Junior High/ High School, Ameriprise Financial Services, LLC, Boyd Jones Construction, Orion Portfolio Solutions, and Brinker Capital Securities. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Jacob is part of Orion Portfolio Solutions, LLC, which operates out of Omaha, Nebraska. The firm has 1 office and 404 employees. The firm manages assets totaling $53.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Orion Portfolio Solutions, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,844,463,960
404
299,169
$179,980
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jacob Moran Work History
Orion Portfolio Solutions
Brinker Capital Securities
Boyd Jones Construction
Ameriprise Financial Services, LLC
Td Ameritrade
Sandhills Global
Scheels
University Of Nebraska-Lincoln
Mattson Ricketts Law Firm
Parks And Recreation Sioux Falls
University Of Nebraska-Lincoln
Parks And Recreation Sioux Falls
O'Gorman High School
Ballrds Asphalt & Maintenance
Minnehaha Country Club
Country Club Of Sioux Falls
Sioux Falls Park And Recreation
O'Gorman Junior High/ High School
Disclosures
Please visit the SEC profile of Jacob Moran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orion Portfolio Solutions, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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