Jason Jack Turesky
Investment adviser representative at Orion Portfolio Solutions, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$64.8BFirm assets
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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.
- Brinker Capital SecuritiesJul 2026 to now
- Orion Portfolio Solutions, LLCJul 2026 to now
- UnemployedNov 2025 to Jul 2026
- MorningstarJul 2024 to Nov 2025
- Desert Financial Credit UnionJul 2023 to Jul 2024
- Desert Financial Wealth ManagementJul 2023 to Jul 2024
- Raymond James Financial Services Advisors, Inc.Jul 2023 to Jul 2024
- Raymond James Financial Services, Inc.Jul 2023 to Jul 2024
- Charles Schwab Bank, SsbNov 2016 to Jul 2023
- Charles Schwab & Co. Inc.Jul 2015 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
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
- 6531350
- Firm CRD
- 107975