Jeffrey Craig Brown
Investment adviser representative at Onedigital
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.4BFirm assets
Are you Jeffrey Craig Brown? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- OnedigitalJan 2024 to now
- Onedigital Investment Advisors LLCJan 2024 to now
- Wealthsource Partners, LLCSep 2023 to Sep 2024
- Trajan Wealth, LLCJul 2022 to Jul 2023
- The Vanguard Group, Inc.Sep 2011 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659688
- Firm CRD
- 106766