James Orren Sims
Investment adviser representative at Onedigital
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
Are you James Orren Sims? 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
18 years in the industry.
- OnedigitalOct 2025 to now
- Onedigital Investment Advisors LLCOct 2025 to now
- Purshe Kaplan Sterling InvestmentsApr 2017 to Nov 2017
- Swmg Holdings, LLCFeb 2017 to May 2026
- Raymond James & Associates, IncNov 2008 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2529265
- Firm CRD
- 106766