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Natalie J James

Orion Portfolio Solutions, LLC

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About Natalie J James

Natalie James is a financial advisor with over 9 years of experience in the industry. Natalie is registered with Orion Portfolio Solutions, LLC in Omaha, Nebraska. Before joining Orion, Natalie was with TD Ameritrade, Inc., also in Omaha. Natalie holds the Series 66, Series 7 and SIE licenses and specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Natalie also provides advisory services for educational savings & ABLE plans.

Firm Information

Natalie James 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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Natalie James’s Registration & Firm History

NE

02/01/2023 - Present

Orion Portfolio Solutions, LLC (OMAHA NE)

NE

09/16/2014 - 11/17/2020

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 11/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie J James.
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