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Clayton Matthew Janson

Investment adviser representative at Onedigital
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$155.4BFirm assets

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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

23 years in the industry.

  1. OnedigitalApr 2026 to now
  2. Onedigital Investment Advisors LLCApr 2026 to now
  3. Osaic WealthApr 2026 to now
  4. United PlannersNov 2025 to Apr 2026
  5. Osaic Wealth, Inc.Jun 2024 to Nov 2025
  6. Pfg AdvisorsAug 2022 to Apr 2026
  7. Securities America, Inc.Aug 2022 to Jun 2024
  8. Equitable Advisors, LLCJan 2006 to Aug 2022
  9. AXA Advisors, LLCJan 2006 to Jun 2020
  10. Agent Name: Clayton JansonJul 2004 to Apr 2026
  11. Pacific Advisors, LLCJul 2004 to Apr 2026
  12. Janson & Associates, Inc. dba Phocus Insurance ServicesDec 2003 to Apr 2026

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2004

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
4773118
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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