Jueryll normand B Buan
Investment adviser representative at Onedigital
13 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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- OnedigitalDec 2022 to now
- Onedigital Investment Advisors, LLCNov 2022 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Creative Planning, LLCJan 2022 to Nov 2022
- Lockton Investment Advisors, LLCApr 2018 to May 2022
- Lockton Companies LLCApr 2018 to Dec 2021
- Lockton Financial Advisors, LLCApr 2018 to Dec 2021
- Prudential Insurance Company of AmericaMar 2017 to Mar 2018
- Prudential Investment Management Services LLCMar 2017 to Mar 2018
- Lockton Companies LLCOct 2013 to Mar 2017
- Lockton Financial Advisors, LLCOct 2013 to Mar 2017
- Lockton Investment Advisors, LLCOct 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4862179
- Firm CRD
- 106766