TrueAdvisor
TrueAdvisor
AJ
AJ

Amber Renee Jones

Onedigital
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Onedigital
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only

Location

9954 Maryland Drive, Suite 2200, Richmond, VA, 23233

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Onedigital
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Advice and Planning Services
July 2018 - August 2023 · 5 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2016 - August 2023 · 6 yrs 11 mos
Vanguard Marketing CorporationBroker
October 2014 - September 2016 · 1 yr 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.