Justin Allan Goodbread

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

• 07/2014 → 11/2017
  Summit Brokerage Services, Inc.
  Knoxville, TN
• 07/2014 → 11/2017
  Summit Financial Group Inc.
  Knoxville, TN
• 05/2009 → 08/2023
  Heritage Investors, Llc
  Knoxville, TN
• 01/2022 → 09/2024
  Wealthsource Partners, Llc
  Knoxville, TN
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2022-01-04 → 2024-10-26
  Wealthsource®
  Knoxville, TN
• 2017-10-19 → 2022-04-22
  Heritage Investors
  Knoxville, TN
• 2014-07-28 → 2017-12-11
  Summit Financial Group Inc
  Knoxville, TN
• 2009-01-06 → 2014-07-29
  Woodbury Financial Services, Inc.
  Knoxville, TN
  Knoxville, TN
• 2005-01-25 → 2009-01-05
  Securian Financial Services, Inc.
  Knoxville, TN
  Knoxville, TN
  Knoxville, TN
• 2004-09-14 → 2005-01-14
  Signator Investors, Inc.
  Knoxville, TN
• 2004-03-29 → 2004-06-04
  Ameriprise Financial Services, Llc
  Knoxville, TN

Other Businesses

1) JUSTIN ALLAN GOODBREAD D/B/A FINANCIALLY SIMPLE; NOT INVESTMENT RELATED; 10641 DEERBROOK DRIVE, SUITE 100, KNOXVILLE, TENNESSEE 37922; BUSINESS AND FINANCIAL EDUCATION AND COACHING PODCAST/WEBSITE/SOCIAL MEDIA OPERATOR; INFLUENCER; OCTOBER 26, 2023 START DATE; 6 HOURS/MONTH DEVOTED; 6 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL DUTIES. _____ ¦ _____ 2) JUSTIN ALLAN GOODBREAD; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; BOOK AUTHORSHIP; AUTHOR; JUNE 20, 2019 START DATE; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; AUTHORSHIP. _____ ¦ _____ 3) GOODBREAD MANAGEMENT, LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; RENTAL PROPERTY MANAGEMENT; MANAGING MEMBER AND OWNER; NOVEMBER 2021 START DATE; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; PROPERTY MANAGEMENT DUTIES. _____ ¦ _____ 4) SJJ INVESTMENTS, LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; HOLDING COMPANY; OWNER AND MANAGER; NOVEMBER 2021 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL AND MANAGEMENT DUTIES _____ ¦ _____ 5) GOODBREAD PROPERTIES; NOT INVESTMENT RELATED; HOLDING COMPANY FOR REAL ESTATE; OWNER AND MANAGER; JUNE 2023 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED _____ | _____ 6) FINANCIALLY SIMPLE, LLC; NOT INVESTMENT RELATED; 10641 DEERBROOK DRIVE, SUITE 100, KNOXVILLE, TENNESSEE 37922; BUSINESS COACHING AND EDUCATION PLATFORM, PODCAST/WEBSITE/SOCIAL MEDIA/COURSES/EVENTS/SPEAKING/AUTHORSHIP - OPERATOR; INFLUENCER; JANUARY 16, 2024 START DATE; 24 HOURS/MONTH DEVOTED; 24 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-24

Designations

• Certified Financial Planner