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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jefferys is a financial advisor with OneDigital Investment Advisors, with over 15 years of experience in the industry. Andrew has a wide range of experience, previously working with Triad Advisors and APW Capital, INC.. Andrew holds the Series 7, SIE, and Series 65 licenses, demonstrating his commitment to providing comprehensive financial advice to clients. Andrew specializes in financial planning, portfolio management, and pension consulting. Andrew works with a wide range of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
12/02/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
01/18/2022 - 11/08/2023
TRIAD ADVISORS LLC (Basking Ridge NJ)
NJ
05/03/2007 - 01/14/2022
APW CAPITAL, INC. (BASKING RIDGE NJ)
IA
Issued 12/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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