Jennifer
Kruger

Onedigital Investment Advisors

CRD#4477332
Investment Advisor
in Orlando, FL

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About this Advisor

Jennifer Kruger is a financial advisor working out of Orlando, Florida who has 3 years of relevant experience. Kruger is an employee of Onedigital Investment Advisors. Throughout their career, they have worked at Lpl Financial Corporation, Resources Investment Advisors and Triad Advisors, Inc. Kruger has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Onedigital Investment Advisors is a business based out of Overland Park, KS. The company has offices in 73 locations and a total of 550 financial advisors. It administers $89 billion in assets under management between its 25,199 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 97 charities and foundations. Of its 25,199 client accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a wide assortment 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 for financial management largely depend on the type of services. Fee types billed by Onedigital Investment Advisors can include some blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

301 East Pine Street Suite 650
Orlando, FL 32801

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$89,148,595,824

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

550

FL Average: 44
Total Number of Accounts

25,199

FL Average: 4,091
Average Account Size

$3,537,783

FL 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

Jennifer Kruger Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Resources Investment Advisors

2017 - Present (7 years)

Triad Advisors, Inc

2015 - Present (9 years)

Resources Investment Advisors

2010 - 2017 (7 years)

Lpl Financial Corporation

*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 Jennifer Kruger 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

Brandon Kempin
Overland Park, KS
Kevin Savage
Overland Park, KS
Ruth Rivera
Round Rock, TX
Michael Goddard
Torrance, CA
Alex Esposito
Overland Park, KS
Ashley Hudson
Pensacola, FL
Robert Culberson
Orlando, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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