Robert
Jennings
Onedigital
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About this Advisor
Robert Jennings is a financial advisor based in The Woodlands, Texas, working with Onedigital. Robert has previously held positions at Amegy Investments, Inc, Amegy Bank N.A, Lpl Financial LLC, Onedigital Investment Advisors LLC, Triad Advisors, Zions, Osaic Wealth, Inc, and Valmark Securities, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Robert is part of Onedigital, which operates out of The Woodlands, Texas. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Brokerage Details
$142,602,344,768
610
38,423
$3,711,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Jennings Work History
Onedigital Investment Advisors LLC
Valmark Securities, Inc
Triad Advisors
Osaic Wealth, Inc
Lpl Financial LLC
Amegy Investments, Inc
Amegy Bank N.A
Zions
Disclosures
Please visit the SEC profile of Robert Jennings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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