Jueryll Normand
Buan
Onedigital Investment Advisors
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About this Advisor
Jueryll Normand Buan is a financial advisor based in Irvine, California, working with Onedigital Investment Advisors. Jueryll has previously held positions at 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. Jueryll has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jueryll is part of Onedigital Investment Advisors, which operates out of Irvine, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
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
Triad Advisors
Onedigital Investment Advisors, LLC
Creative Planning, LLC
Lockton Companies LLC
Lockton Financial Advisors, LLC
Lockton Investment Advisors, LLC
Prudential Insurance Company Of America
Prudential Investment Management Services LLC
Lockton Financial Advisors, LLC
Lockton Companies LLC
Lockton Investment Advisors, LLC
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
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