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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 Woods Pearson is an investment advisor representative with Onedigital Investment Advisors, based in Overland Park, Kansas. Jennifer has been working in the financial services industry since 1997. She is a Series 6, 63, and 65 licensed professional. Jennifer is specialized in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting. Jennifer has worked for various firms including LPL FINANCIAL LLC, NRP FINANCIAL, INC., ONEAMERICA SECURITIES, INC., SECURITIES AMERICA, INC., PARK AVENUE SECURITIES LLC, AETNA INVESTMENT SERVICES, LLC, JOHN HANCOCK DISTRIBUTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
1
2
KS
04/12/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
SC
11/30/2010 - 07/01/2011
LPL FINANCIAL LLC (FORT MILL SC)
GA
01/06/2010 - 11/30/2010
NRP FINANCIAL, INC. (ATLANTA GA)
IN
03/24/2006 - 03/07/2008
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NE
09/02/2003 - 12/20/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
02/08/2002 - 03/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
07/23/1997 - 09/27/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MA
02/07/1997 - 05/02/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/07/1997 - 05/02/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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