Jueryll Normand
Buan

Onedigital Investment Advisors

CRD#4862179
Investment Advisor
in Irvine, CA

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About this Advisor

Jueryll Normand Buan is a financial advisor operating out of Irvine, California with a total of 1 year of relevant experience. Buan is an employee of Onedigital Investment Advisors. Their career trajectory has included roles at Mmc Securities Corp, Mercer, Lockton Financial Advisors, LLC, Lockton Companies LLC, Lockton Investment Advisors, LLC, Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Creative Planning, LLC, Onedigital Investment Advisors, LLC and Triad Advisors. Buan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Onedigital Investment Advisors is a business that has its headquarters in Overland Park, KS. The firm has offices in 73 locations and a total of 550 people on staff. It has $89 billion in assets among its 25,199 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 97 charities and foundations. Of its 25,199 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. Onedigital Investment Advisors provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Onedigital Investment Advisors can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

15615 Alton Parkway Suite 200
Irvine, CA 92618

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$89,148,595,824

CA Average: $2,243,162,756
Total Number of Employees

550

CA Average: 44
Total Number of Accounts

25,199

CA Average: 4,091
Average Account Size

$3,537,783

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jueryll Normand Buan Work History

Jueryll Normand has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Triad Advisors

2022 - Present (2 years)

Onedigital Investment Advisors, LLC

2022 - 2022 (< 1 year)

Creative Planning, LLC

2018 - 2021 (3 years)

Lockton Companies LLC

2018 - 2021 (3 years)

Lockton Financial Advisors, LLC

2018 - 2022 (4 years)

Lockton Investment Advisors, LLC

2017 - 2018 (1 year)

Prudential Insurance Company Of America

2017 - 2018 (1 year)

Prudential Investment Management Services LLC

2013 - 2017 (4 years)

Lockton Financial Advisors, LLC

2013 - 2017 (4 years)

Lockton Companies LLC

2013 - 2017 (4 years)

Lockton Investment Advisors, LLC

2008 - 2013 (5 years)

Mmc Securities Corp

2008 - 2013 (5 years)

Mercer

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jueryll Normand Buan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Robert Bockel
Overland Park, KS
Brandon Kempin
Overland Park, KS
Robert Culberson
Orlando, FL
Michael Goddard
Torrance, CA
Alex Esposito
Overland Park, KS
John Nemmers
Overland Park, KS
Ashley Hudson
Pensacola, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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