Jeffery Scott Spicer
Investment adviser representative at Oneseven
15 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 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 feeOther
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.
- OnesevenJul 2025 to now
- One Seven dba Dwt WealthJul 2025 to now
- Purshe Kaplan SterlingJul 2025 to now
- Simplicity GroupJul 2025 to now
- Dilauro Financial ServicesJan 2015 to now
- Dwt Wealth LLCFeb 2025 to Jul 2025
- The Wealth Advisory Group of Dilauro Wracher & ThomasJan 2015 to Feb 2025
- Raymond James Financial Services, IncJul 2012 to Jul 2025
- Raymond James Financial Services Advisors IncNov 2011 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 2511031
- Firm CRD
- 283087