Jacob John Orand
Investment adviser representative at Smart Wealth, LLC
13 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Retire Smart, LLCMay 2023 to now
- Smart Wealth, LLCMay 2023 to now
- UnemployedDec 2022 to May 2023
- United Way of the MidlandsJan 2022 to Dec 2022
- Unemployed/medical LeaveAug 2021 to Dec 2021
- Omaha Children's MuseumFeb 2013 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 7794892
- Firm CRD
- 315496