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Jerry Wayne Ericson

Onedigital

Sandy, UT

Overland Park, KS

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-08-09
  • UT RA
    APPROVED
    Since 2023-08-09

Branch Locations

8706 South 700 East Suite 104, Sandy, UT 84070 • 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
OrganizationCityStateFromTo
Transamerica Investors Securities Corporation North Salt Lake UT 10/2008 08/2023
Onedigital Investment Advisors Llc Overland Park KS 08/2023 Present
  • 10/2008 → 08/2023
    Transamerica Investors Securities Corporation
    North Salt Lake, UT
  • 08/2023 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-14
S66 Uniform Combined State Law Examination 2006-03-13
S63 Uniform Securities Agent State Law Examination 2003-10-04
  • S65 Uniform Investment Adviser Law Examination
    2014-05-14
  • S66 Uniform Combined State Law Examination
    2006-03-13
  • S63 Uniform Securities Agent State Law Examination
    2003-10-04
Other Names
  • Jerry Wayne Ericson
  • Wayne J. Ericson

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT

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