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Jonas Phillip Boyer

Onedigital Investment Advisors

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About Jonas Phillip Boyer

Jonas Boyer is a financial advisor with Onedigital Investment Advisors, a firm based in Overland Park, Kansas. Jonas is a Certified Financial Planner with over 4 years of experience in the financial services industry. Jonas has held previous roles at Edward Jones and Bankers Life and Casualty. Jonas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Jonas is also a registered investment advisor in North Carolina.

Firm Information

Jonas Boyer 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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Jonas Boyer’s Registration & Firm History

NC

12/11/2023 - Present

Onedigital Investment Advisors (Greensboro NC)

VA

04/12/2019 - 01/23/2020

EDWARD JONES (VINTON VA)

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Licenses & Designations

BOTH

Issued 05/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonas Phillip Boyer.
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