AJ

Amber Renee Jones

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

OneDigital charges fees for investment advisory/management services either as a percentage of assets in the retirement plan or as a flat annual fee. These fees are negotiable and vary based on plan size and services provided. For the Personalized Portfolios program, fees are based on a percentage of the participant’s plan account value. Fees do not include taxes, custodial fees, brokerage commissions, or other fund-related charges.

Areas of Practice
Retirement Planning
Loading...

Advisor Information

Office location

9954 Maryland Drive, Suite 2200, Richmond, VA, 23233

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Onedigital
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Advice and Planning Services
July 2018 - August 2023 · 5 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLC Broker
September 2016 - August 2023 · 6 yrs 11 mos
Vanguard Marketing CorporationBroker
October 2014 - September 2016 · 1 yr 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.