TrueAdvisor
TrueAdvisor
JT
CFP
JT
CFP

Jason Turesky

Orion Portfolio Solutions, LLC
8 Years of Experience
Omaha, NE
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Jason Turesky is a CFP-designated registered investment advisor at Orion Portfolio Solutions, LLC, based in Omaha, NE, with 8 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 187,975 clients with $65B in assets under management.

Orion Portfolio Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
198 advisors
Number of Clients
187,975 clients
Average Client Portfolio
$345K average
Assets Under Management
$64.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.60%
$1.0M - $2.0M0.50%
$2.0M - $3.0M0.45%
$3.0M - $4.0M0.40%
$4.0M - $5.0M0.35%
$5M+0.30%

Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17605 Wright St, Omaha, NE, 68130

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2024
Employment Separation After Allegations
October 2022
Regulatory
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Orion Portfolio Solutions, LLC
July 2026 - Present · 3 mos
Brinker Capital Securities, LLC
July 2026 - Present · 3 mos
Brinker Capital Securities, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2023 - July 2024 · 1 yr
Raymond James Financial Services, INC.Broker
July 2023 - July 2024 · 1 yr
Charles Schwab & CO., INC.
November 2015 - November 2022 · 7 yrs
Charles Schwab & CO., INC.Broker
November 2015 - November 2022 · 7 yrs
State Registrations2 states
NEPA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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