Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Thomas Childers is an investment advisor representative at Orion Portfolio Solutions, LLC, registered in Nebraska. Jacob has been in the industry since June 2010. Jacob has a Series 65 license and specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Jacob has experience working with clients in the areas of education savings, charitable organizations, high net worth individuals, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for educational savings & able plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/02/2025 - Present
Orion Portfolio Solutions, LLC (HEBRON KY)
IA
Issued 11/14/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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