Jeffrey Earl Schwantz
Investment adviser representative at Orion Portfolio Solutions, LLC
11 yearsExperience
1 stateRegistered in
$64.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Orion Portfolio Solutions, LLCApr 2026 to now
- Luma Financial Technologies LLCFeb 2025 to Apr 2026
- Advisor360Aug 2023 to Dec 2024
- Morningstar IncFeb 2020 to Aug 2023
- Emoney AdvisorNov 2017 to Feb 2020
- Morningstar IncOct 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Orion Portfolio Solutions, LLC
$64.8BAssets managed
187,975Clients
198Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4014219
- Firm CRD
- 107975