John Donald Waters

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2025-12-16
MA	RA	APPROVED	2025-05-22
FL	RA	APPROVED	2025-04-16

ME RA
APPROVED

Since 2025-12-16
MA RA
APPROVED

Since 2025-05-22
FL RA
APPROVED

Since 2025-04-16

Branch Locations

Frye Island, ME • United States

222 Rosewood Drive 10Th Floor, Danvers, MA 01923 • United States

Port St. Lucie, FL • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M Holdings Securities, Inc.	Portland	OR	09/2010	Present
Gw Financial	Reading	MA	05/2005	03/2025
Onedigital Investment Advisors Llc	Overland Park	KS	04/2025	Present

09/2010 → Present

M Holdings Securities, Inc.

Portland, OR
05/2005 → 03/2025

Gw Financial

Reading, MA
04/2025 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

Previous Registrations

2007-08-22 → 2010-10-01

Commonwealth Financial Network

Boston, MA

Reading, MA

Other Businesses

1) INSURANCE SALES AND SERVICE; INVESTMENT RELATED; 222 Rosewood Drive, 10th Floor, Danvers, MA 01923; SALES AND SERVICE OF INSURANCE PRODUCTS; AGENT;05/22/1999; 40 HRS/MONTH; 2 HRS DURING TRADING; SALES AND SERVICE OF INSURANCE PRODUCTS 2) GWT HAVEN REALTY LLC; INVESTMENT RELATED; 2 HAVEN ST, STE 301, READING, MA 01867; RENTAL PROPERTY OWNER; CO-OWNER; MARCH 2009; 2 HRS/MONTH; 0 HRS DURING TRADING; PRIVATE ENTITY CREATED TO OWN CONDOMINIUMS 3) 2013 JOINT FAMILY LIVING TRUST; NOT INVESTMENT-RELATED; IPSWICH, MA 01938; TRUST; TRUSTEE; 11/04/2013; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS; TRUSTEE FOR PARENTS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-04-27

S63 Uniform Securities Agent State Law Examination

2001-04-27

Designations

Chartered Financial Consultant

Other Names

John Waters

View on SEC IAPD