Graham C Clarke

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

• 05/2014 → 09/2016
  Morgan Stanley
  New York, NY
• 11/2016 → 07/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2016 → 07/2018
  Northwestern Mutual Investment Services Llc
  New York, NY
• 03/2017 → 07/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2018 → 02/2020
  Mml Investors Services, Llc
  New York, NY
• 07/2018 → 02/2020
  Massmutual Life Insurance Company
  New York, NY
• 02/2020 → Present
  M Holdings Securities, Inc
  Portland, OR
• 02/2020 → 12/2023
  Kb Financial Partners, Llc
  Pt Pleasant Beach, NJ
• 09/2022 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2020-03-18 → 2023-12-31
  Kb Financial Partners, Llc
  Princeton, NJ
• 2016-12-05 → 2018-07-18
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 2014-07-17 → 2016-10-11
  Morgan Stanley
  New York, NY
• 2012-10-01 → 2014-05-28
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 2010-11-03 → 2012-10-01
  Chase Investment Services Corp.
  Brooklyn, NY
• 2010-04-22 → 2010-10-18
  Equitable Advisors, Llc
  New York, NY

Other Businesses

KJAC PARTNERS, LLC DBA KB FINANCIAL PARTNERS; 300 CARNEGIE CTR DRIVE STE 240, PRINCETON NJ 08540; INSURANCE; INVESTMENT RELATED; SENIOR DIRECTOR/LICENSED INSURANCE AGENT; SELLING LIFE INSURANCE PRODUCTS AND CLIENT SERVICING; 3/13/2023; 40 HOURS PER MONTH; 40 HOURS PER MONTH DURING TRADING HOURS. __|__ ONEDIGITAL INVESTMENT ADVISORS LLC; 11101 SWITZER RD STE 200 OVERLAND PARK, KS 66210; INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT RELATED; SENIOR DIRECTOR, WEALTH MANAGEMENT; FINANCIAL PLANNING, INVESTMENT ADVICE, AND PROSPECTING; 9/01/2022; 60 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING HOURS. __|__ M HOLDINGS SECURITIES; INVESTMENT RELATED; 300 CARNEGIE CENTER, SUITE 240, PRINCETON, NJ 08540; REGISTERED REPRESENTATIVE; 2/2020; 60 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DURING SECURITIES TRADING HOURS; MHOLDINGS SECURITIES ALLOWS US TO OFFER FIXED AND VARIABLE INSURANCE PRODUCTS TO CLIENTS OF ONEDIGITAL.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-01

Other Names

• Graham C Clarke
• Graham Clarke