Robert Francis Jennings
Investment adviser representative at Onedigital
22 yearsExperience
2 statesRegistered in
$155.4BFirm assets
34 yearsFirm in business
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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
22 years in the industry.
- Valmark Securities, Inc.Nov 2024 to now
- OnedigitalJun 2024 to now
- Onedigital Investment Advisors LLCJun 2024 to now
- Osaic Wealth, Inc.Aug 2024 to Nov 2024
- Triad AdvisorsJul 2024 to Aug 2024
- LPL Financial LLCNov 2015 to Jul 2024
- ZionsJan 2004 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 1838484
- Firm CRD
- 106766