Richard Tyler Jones
Investment adviser representative at Onedigital
8 yearsExperience
1 stateRegistered in
$155.4BFirm assets
34 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 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
8 years in the industry.
- OnedigitalJun 2021 to now
- Onedigital Investment Advisors LLCMay 2021 to now
- Osaic Wealth, Inc.Aug 2024 to Nov 2024
- Triad AdvisorsMay 2023 to Aug 2024
- Royal AllianceJul 2020 to May 2021
- Capitol FinancialSep 2019 to May 2021
- Greasecycle LLCMay 2019 to Sep 2019
- FastenalMay 2018 to Sep 2019
- Parking Management CompanyJul 2017 to May 2018
- North Carolina State UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7181606
- Firm CRD
- 106766