John
Pomroy

Onedigital Investment Advisors

CRD#5586860
Investment Advisor
in Saint Johns, FL

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About this Advisor

John Pomroy is a financial advisor based in Saint Johns, Florida, working with Onedigital Investment Advisors. John has previously held positions at Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, Onedigital Investment Advisors, LLC, and Triad Advisors. John has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, John is part of Onedigital Investment Advisors, which operates out of Saint Johns, Florida. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

135 Durbin Station Court Suite 504
Saint Johns, FL 32259

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

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

550

FL Average: 44
Total Number of Accounts

57,121

FL Average: 4,091
Average Account Size

$1,875,008

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

John Pomroy Work History

2023 - Present (1 year)

Triad Advisors

2022 - Present (2 years)

Onedigital Investment Advisors, LLC

2019 - 2023 (4 years)

Ifp Securities, LLC

2013 - 2019 (6 years)

Lpl Financial LLC

2013 - 2023 (10 years)

Independent Financial Partners

Disclosures

Please visit the SEC profile of John Pomroy 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

Ruth Rivera
Round Rock, TX
Christopher Benson
Centennial, CO
Katie Calpin
West Harrison, NY
Donald Bateman
Knoxville, TN
Jonas Boyer
Overland Park, KS
Elaine Featherstone
Auburn Hills, MI
Mindy Filer
Hummelstown, PA
Allie Rivera
Overland Park, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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