Jolene
Potts
Onedigital Investment Advisors
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About this Advisor
Jolene Potts is a financial advisor based in Saint Louis, Missouri, working with Onedigital Investment Advisors. Jolene has previously held positions at Td Ameritrade, Giddy Goat Coffee House, Missouri University Of Science And Technology, and Onedigital Investment Advisors, LLC. Jolene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Jolene is part of Onedigital Investment Advisors, which operates out of Saint Louis, Missouri. 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
Jolene Potts Work History
Onedigital Investment Advisors, LLC
Td Ameritrade
Giddy Goat Coffee House
Missouri University Of Science And Technology
Disclosures
Please visit the SEC profile of Jolene Potts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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