Jacqueline
Deckman
Onedigital Investment Advisors
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About this Advisor
Jacqueline Deckman is a financial advisor operating out of Marietta, Georgia who has 2 years of industry experience. Deckman is currently employed by Onedigital Investment Advisors. During their career, the advisor has held roles at Resources Investment Advisors, LLC, Triad Advisors, Lpl Financial LLC, Princor Financial Services and Principal Life Insurance Co. Deckman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Onedigital Investment Advisors is an advisory firm operating out of Overland Park, KS. The investment advisory business has offices in 73 locations and a total of 550 employees. It administers $89 billion in assets under management among its 25,199 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 97 charitable organizations. Of its 25,199 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a number 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 likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
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
Jacqueline Deckman Work History
Jacqueline has been registered as a financial advisor for 2 years.*
Resources Investment Advisors, LLC
Triad Advisors
Lpl Financial LLC
Princor Financial Services
Principal Life Insurance Co
*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 Jacqueline Deckman 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
Overland Park, KS
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Orlando, FL
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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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