Jacob David Orton
Investment adviser representative at Orion Portfolio Solutions, LLC
13 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
13 years in the industry.
- Orion Portfolio Solutions, LLCJan 2025 to now
- Brinker Capital SecuritiesJan 2025 to now
- Fidelity InvestmentsMay 2023 to Dec 2024
- Thanksgiving PointSep 2022 to Apr 2023
- Alice LaneJul 2022 to May 2023
- Church of Jesus Christ of Latter Day Saints (service)Aug 2020 to Jul 2022
- In-n-out BurgerJun 2019 to Jul 2020
- Alpine School DistrictMay 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7751342
- Firm CRD
- 107975