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Jonas Phillip Boyer

Onedigital

Overland Park, KS

Greensboro, NC

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Current Employers
Onedigital

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-11
  • NC RA
    APPROVED
    Since 2023-12-11

Branch Locations

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

3623 N. Elm Street, Suite 102, Greensboro, NC 27455 • 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
Edward Jones St Louis MO 03/2019 01/2020
Bankers Life And Casualty Roanoke VA 10/2018 03/2019
Bankers Life And Casualty Roanoke VA 09/2017 03/2019
Roots And Shoots Landscaping Inc Danville VA 01/2014 05/2017
Triad Financial Advisors Greensboro NC 02/2020 11/2023
Bankers Life And Casualty Roanoke VA 06/2017 08/2017
Onedigital Investment Advisors Llc Overland Park KS 08/2023 Present
  • 03/2019 → 01/2020
    St Louis, MO
  • 10/2018 → 03/2019
    Bankers Life And Casualty
    Roanoke, VA
  • 09/2017 → 03/2019
    Bankers Life And Casualty
    Roanoke, VA
  • 01/2014 → 05/2017
    Roots And Shoots Landscaping Inc
    Danville, VA
  • 02/2020 → 11/2023
    Triad Financial Advisors
    Greensboro, NC
  • 06/2017 → 08/2017
    Bankers Life And Casualty
    Roanoke, VA
  • 08/2023 → Present
    Onedigital Investment Advisors Llc
    Overland Park, KS
Previous Registrations
  • 2020-03-18 → 2023-12-11
    Triad Financial Advisors, Inc.
    Greensboro, NC
  • 2019-05-06 → 2020-01-23
    Roanoke, VA
    St Louis, MO
    Roanoke, VA
Other Businesses

Fixed insurance sales and service; investment related; 3623 N. Elm Street Suite 102 Greensboro, NC 27455; sales and service of non-variable insurance products; agent; 07/14/2022; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03
Designations
Other Names
  • Jonas Boyer

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