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Jeffery Spicer

Oneseven
28 Years of Experience
Akron, OH
1 Disclosure
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Jeffery Spicer is a registered investment advisor at Oneseven, based in Akron, OH, with 28 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Oneseven
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3680 Embassy Pkwy Ste A,, Akron, OH, 44333

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffery supports DiLauro Financial Services as a branch support company since 2015. He also works as an advisor for The Wealth Advisory Group of DiLauro Wracher & Thomas since 2016, dedicating minimal time to this role.

Employment History
Current Registrations
Oneseven
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2013 - July 2025 · 11 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2012 - July 2025 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - January 2009 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - January 2009 · 3 yrs 5 mos
Natcity Investments, INC.
January 2000 - September 2005 · 5 yrs 8 mos
Natcity Investments, INC.Broker
June 1999 - September 2005 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - June 1999 · 3 yrs 3 mos
Smith Barney INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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