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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jones is a financial advisor with OneDigital Investment Advisors. Jennifer has been working in the financial services industry since 2004. She has a background in investment management, financial planning, and retirement planning. Jennifer is a Certified Financial Planner™ professional. Jennifer is also licensed to sell securities in Michigan. Jennifer specializes in providing financial advice to individuals, families, and businesses. Jennifer is committed to helping clients achieve their financial goals.
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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MI
01/18/2019 - Present
Onedigital Investment Advisors (Brighton MI)
MI
01/04/2016 - 12/31/2018
SIGMA FINANCIAL CORPORATION (Troy MI)
MI
01/22/2008 - 11/24/2015
WELLS FARGO ADVISORS, LLC (NORTHVILLE MI)
MI
09/13/2004 - 02/01/2008
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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