Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Pomroy is a financial advisor with OneDigital Investment Advisors, a firm headquartered in Overland Park, Kansas. John has been in the industry since 2008 and has a broad range of experience serving clients in various areas, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. John is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. John’s focus is on providing personalized financial planning and portfolio management services to his clients.
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
FL
12/14/2022 - Present
Onedigital Investment Advisors (St. Johns FL)
FL
02/17/2023 - 08/23/2024
TRIAD ADVISORS LLC (St. Johns FL)
FL
05/23/2019 - 02/01/2023
IFP SECURITIES, LLC (St Johns FL)
FL
11/27/2013 - 05/23/2019
LPL FINANCIAL LLC (SAINT AUGUSTINE FL)
FL
12/12/2008 - 12/03/2013
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
FL
08/29/2008 - 12/04/2008
SECURIAN FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
BOTH
Issued 07/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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