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Richard Tyler Jones

Onedigital Investment Advisors

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About Richard Tyler Jones

Richard Jones is a financial advisor registered with Onedigital Investment Advisors, where he provides retirement plan consulting services. His experience includes roles with TRIAD ADVISORS LLC, ROYAL ALLIANCE ASSOCIATES, INC., and Resources Investment Advisors, LLC. Richard is also a registered representative with the firm. Richard has been active in the industry since 2020.

Firm Information

Richard Jones 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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Richard Jones’s Registration & Firm History

NC

06/28/2021 - Present

Onedigital Investment Advisors (Raleigh NC)

NC

05/10/2023 - 08/23/2024

TRIAD ADVISORS LLC (Raleigh NC)

NC

08/13/2020 - 05/17/2021

ROYAL ALLIANCE ASSOCIATES, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 09/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Tyler Jones.
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