Chad Jeremy Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2021
  Hightower Advisors, Llc
  Hunt Valley, MD
• 06/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2014-08-22 → 2021-06-07
  Hightower Advisors, Llc
  Hunt Valley, MD
• 2008-09-30 → 2014-08-25
  Psa Financial Advisors Inc
  Hunt Valley, MD
• 2005-01-06 → 2008-07-09
  Manchester Advisors
  Baltimore, MD

Other Businesses

JMCJW, LLC; INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; MANAGING MEMBER; 1/2021; 1 HR/MO DEVOTED; 0 DURING TRADING; REAL ESTATE INVESTING AND RENTALS __|__ FIRST WOODBROOKE CONDOMINIUM COUNSIL, INC; NOT INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; TREASURER; 6/2024; 1 HR/MO DEVOTED; 0 HOURS DURING TRADING; HOA TREASURER __|__ MEADE NATURAL HERTIAGE ASSOCIATION; NOT INVESTMENT RELATED; BALD EAGLE DRIVE, LAUREL, MD 20724; TREASURER; 4/2018; 2 HRS/MO DEVOTED; 0 HOURS DURING TRADING; PROVIDES HUNTING AND RECREATIONAL ACCESS TO PATUXENT WILDLIFE REFUGE __|__ CJ CUBED, LLC; INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; OPERATING COMPANY; MANAGER; 6/2021; 1 HR/MO DEVOTED; 0 DURING TRADING; APARTMENT RENTALS. COMPANY OWNED 50% BY JMCJW, LLC __|__ ANNE HEMLOCK ADAMS, LLC; INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; OPERATING COMPANY; MANAGER; 6/2021; 1 HR/MO DEVOTED; 0 DURING TRADING; APARTMENT RENTALS. COMPANY OWNED 50% BY JMCJW, LLC __|__ QUANTICO COMPANY LLC; INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; OPERATING COMPANY; MANAGER; 6/2021; 1 HR/MO DEVOTED; 0 DURING TRADING; APARTMENT RENTALS. COMPANY OWNED 50% BY JMCJW, LLC __|__ THIRD STREET VILLAS, LLC; INVESTMENT RELATED; 2027 HUNTWOOD DR, GAMBRILLS, MD 21054; OPERATING COMPANY; MANAGER; 6/2021; 1 HR/MO DEVOTED; 0 DURING TRADING; APARTMENT RENTALS. COMPANY OWNED 50% BY JMCJW, LLC __|__

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-19
• S63 Uniform Securities Agent State Law Examination
  2002-12-18

Designations

• Certified Financial Planner

Other Names

• Chad Wilson