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Jon Robert Higham is an Investment Advisor Representative with Onedigital Investment Advisors, a firm based in Overland Park, Kansas. Jon has been in the financial services industry for over 20 years and has experience working with a variety of clients, including individuals, businesses, and retirement plans. He is a licensed Series 6, 7, 63, 65, and 66 representative and has worked with a variety of financial services firms, including Merrill Lynch, Nationwide Investment Services Corporation, State Farm VP Management Corp, and Mutual of Omaha Investor Services, Inc.
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
08/29/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NE
11/11/2021 - 07/24/2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
07/31/2019 - 11/04/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
GA
09/09/2003 - 07/12/2006
STATE FARM VP MANAGEMENT CORP. (KENNESAW GA)
NY
10/20/2000 - 02/15/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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