Jonas
Boyer
Onedigital Investment Advisors
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About this Advisor
Jonas Boyer is a financial advisor based in Overland Park, Kansas, working with Onedigital Investment Advisors. Jonas has previously held positions at Edward Jones, Bankers Life And Casualty, Roots And Shoots Landscaping Inc, Triad Financial Advisors, and Onedigital Investment Advisors LLC. Jonas has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jonas is part of Onedigital Investment Advisors, which operates out of Overland Park, Kansas. 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
Jonas Boyer Work History
Onedigital Investment Advisors LLC
Triad Financial Advisors
Edward Jones
Bankers Life And Casualty
Bankers Life And Casualty
Bankers Life And Casualty
Roots And Shoots Landscaping Inc
Disclosures
Please visit the SEC profile of Jonas Boyer 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
Auburn Hills, MI
Brooklyn, NY
West Harrison, NY
Knoxville, TN
Overland Park, KS
Overland Park, KS
Danvers, MA
Hummelstown, PA
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