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Javier Enrique Cordero conde

Onedigital Investment Advisors

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About Javier Enrique Cordero conde

Javier Enrique Cordero conde is a financial advisor with Onedigital Investment Advisors, headquartered in Overland Park, KS. Javier has been in the financial services industry since 1999 and has held various roles at several firms, including Triad Advisors LLC and Independent Financial Group LLC. Javier specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is registered with the state of Puerto Rico as an Investment Advisor Representative and the state of Florida as a Registered Representative. Javier has earned the Series 6, 7, 24, 63, and 65 licenses and holds the Securities Industry Essentials (SIE) certification.

Firm Information

Javier Cordero conde is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Javier Cordero conde’s Registration & Firm History

KS

03/27/2017 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

PR

03/30/2017 - 08/23/2024

TRIAD ADVISORS LLC (San Juan PR)

PR

07/23/2014 - 03/27/2017

INDEPENDENT FINANCIAL GROUP, LLC (Guaynabo PR)

PR

04/15/2009 - 07/24/2014

FINANCIAL TELESIS INC (GUAYNABO PR)

PR

10/25/2000 - 04/24/2009

SIGNATOR INVESTORS, INC. (GUAYNABO PR)

CA

03/02/2009 - 03/06/2009

FINANCIAL TELESIS INC (SAN RAFAEL CA)

CT

04/23/1999 - 09/20/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 12/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Javier Enrique Cordero conde.
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