Jason Smith is a registered investment advisor at Onedigital, based in Overland Park, KS, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the President of Satori Investment Consultants Inc. and a VP at Hub International. He is also an advisory representative of CIRA and an Investment Advisor Representative and Owner/Partner of Satori Investment Consultants, Inc. He spends about 10-20% of his time on the last activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
HUB International Investment Services INC. (hiis)
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
HUB International Investment Services INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.