John
Pomroy
Onedigital Investment Advisors
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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
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
John Pomroy Work History
Triad Advisors
Onedigital Investment Advisors, LLC
Ifp Securities, LLC
Lpl Financial LLC
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
Bonita Springs, FL
Walnut Creek, CA
Overland Park, KS
West Harrison, NY
Overland Park, KS
Overland Park, KS
Danvers, MA
Overland Park, KS
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