Samuel James Jauregui
Investment adviser representative at Oneascent Wealth Management
10 yearsExperience
1 stateRegistered in
$475.6MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Oneascent Wealth Management, LLCMay 2025 to now
- Pankey PropertiesDec 2024 to Jan 2025
- Inspire AdvisorsJul 2024 to Aug 2024
- Big Sky Truck ParkingMay 2023 to Aug 2023
- Camp OzarkJul 2022 to Jul 2022
- Hotze Health and Wellness CenterMay 2022 to May 2022
- Auburn UniversityAug 2021 to May 2025
- Ike's Battle SkillsJun 2021 to Jul 2021
- Domino's PizzaMay 2018 to Aug 2018
- Briarwood Christian SchoolMay 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
Oneascent Wealth Management
Legal name: Oneascent Wealth Management LLC
$475.6MAssets managed
927Clients
6Advisers
6 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
- 8123876
- Firm CRD
- 308057