Richard Tyler Jones

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

• 07/2020 → 05/2021
  Royal Alliance
  Raleigh, NC
• 05/2018 → 09/2019
  Fastenal
  Durham, NC
• 05/2019 → 09/2019
  Greasecycle Llc
  Raleigh, NC
• 07/2017 → 05/2018
  Parking Management Company
  Raleigh, NC
• 08/2016 → 05/2020
  North Carolina State University
  Raleigh, NC
• 05/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 05/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2019 → 05/2021
  Capitol Financial
  Raleigh, NC
• 08/2024 → 11/2024
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2020-09-24 → 2021-05-17
  Osaic Wealth, Inc.
  Raleigh, NC

Other Businesses

Fixed insurance sales and service; investment related; Raleigh, NC; sales and service of non-variable insurance products; agent; 2/5/21; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23

Other Names

• Tyler Jones