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Jacob William Winfrey

Orion Portfolio Solutions, LLC

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About Jacob William Winfrey

Jacob Winfrey is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Jacob is licensed in Nebraska and holds the Series 65 license. Jacob has been in the industry since January 2017. Jacob specializes in providing portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting services. Jacob has worked with clients including corporations or other businesses, high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. Jacob is dedicated to providing high-quality investment advice and service to clients.

Firm Information

Jacob Winfrey is currently registered with Orion Portfolio Solutions, LLC. Orion Portfolio Solutions, LLC is a registered investment advisor with $53.84 billion in regulatory assets under management. The firm, headquartered in Omaha, NE, provides a range of advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. They serve a variety of clients, including individuals, corporations, pension plans, charitable organizations, and educational savings & ABLE plans.
Orion Portfolio Solutions, LLC

17605 WRIGHT ST

OMAHA, NE 68130

$53.84B

Assets Under Management

Not reported

Total Clients

173

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for educational savings & able plans

Portfolio management for educational savings & able plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Winfrey’s Registration & Firm History

NE

01/19/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 12/30/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob William Winfrey.
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