Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Francis Bartley is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. Jefferson has been in the financial services industry since 2009. Prior to joining Orion, Jefferson worked with American Funds Distributors, Inc. and Natixis Distribution, L.P.. Jefferson has a strong background in portfolio management and specializes in providing investment advice to high-net-worth individuals, corporations, and pooled investment vehicles. Jefferson is also qualified to provide investment advice for educational savings and ABLE plans. Jefferson is licensed to practice in Nebraska and Pennsylvania.
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.
1
2
NE
06/26/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
CA
06/15/2021 - 11/13/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
07/01/2009 - 05/25/2021
NATIXIS DISTRIBUTION, L.P. (San Francisco CA)
MA
04/04/2008 - 01/27/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jefferson Bartley is the right advisor for you? Invested Better is here to help.
