Jennifer Ann O'hara
Investment adviser representative at Digital Ascension Group - Wealth
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$555.1MFirm 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Digital Ascension Group - WealthMar 2026 to now
- Savant Wealth ManagementMay 2023 to now
- UnemployedApr 2023 to May 2023
- The Mather Group, LLCOct 2019 to Mar 2023
- Sterne Agee Financial Services, Inc.May 2016 to Mar 2018
- Rph Financial Services, Inc.Feb 2008 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Digital Ascension Group - Wealth
Legal name: Digital Wealth Partners LLC
$555.1MAssets managed
2,551Clients
21Advisers
2 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
- 5953212
- Firm CRD
- 328627