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National Vice President - Wealth Management Solutions · Onedigital

Andrew Jefferys

CRD 5293646 · Named on Form ADV at one SEC-registered adviser

At a glance

Onedigital, an SEC-registered asset manager based in Overland Park, KS with $155.4 billion in regulatory assets, lists Andrew Jefferys on its Form ADV as National Vice President - Wealth Management Solutions, a control person.

Firms and roles

  • OnedigitalNational Vice President - Wealth Management SolutionsAsset manager · Overland Park, KS · $155B in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.