RBC Capital Markets
47yrs
Top 1% by experience in Omaha
3yrs
Jackson Clark
Financial advisor at Orion Portfolio Solutions
Jackson Clark is a fiduciary financial advisor in Omaha, Nebraska, with 3 years in the industry. Jackson joined Orion Portfolio Solutions in 2025, after less than a year at Florida Financial Advisors. Orion Portfolio Solutions offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and performance-based fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office17605 Wright St, Omaha, NE 68130
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$209,904
Advisors at the firm199
States licensed ?1 state
Services through Orion Portfolio Solutions
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowOrion Portfolio Solutions, LLCCurrent firm
- Jan 2024 – May 2024Florida Financial Advisors, LLCPreviously
Contact Jackson
(859) 426-2000Orion Portfolio Solutions main office 17605 Wright StOmaha, NE 68130Office · Get directions Instagram pageOrion Portfolio Solutions
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Questions to ask Jackson
Tailored to Jackson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jackson
How do I contact Jackson?
Call Orion Portfolio Solutions at (859) 426-2000 and ask for Jackson Clark. Jackson works from the Omaha, NE office.
How long has Jackson been a financial advisor?
Jackson has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jackson hold?
Series 65. Tap any license on this page to see what it allows.
Is Jackson a fiduciary?
Jackson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jackson paid?
Orion Portfolio Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jackson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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