Jeffrey Craig Brown

Current Employers

Onedigital

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-02-22
TX	RA	APPROVED	2024-01-09

AZ RA
APPROVED

Since 2024-02-22
TX RA
APPROVED

Since 2024-01-09

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	09/2011	07/2022
Trajan Wealth, Llc	Scottsdale	AZ	07/2022	07/2023
Wealthsource Partners, Llc	Phoenix	AZ	09/2023	09/2024
Onedigital Investment Advisors Llc	Overland Park	KS	01/2024	Present

09/2011 → 07/2022

The Vanguard Group, Inc.

Scottsdale, AZ
07/2022 → 07/2023

Trajan Wealth, Llc

Scottsdale, AZ
09/2023 → 09/2024

Wealthsource Partners, Llc

Phoenix, AZ
01/2024 → Present

Onedigital Investment Advisors Llc

Overland Park, KS

Previous Registrations

2023-09-19 → 2024-10-26

Wealthsource®

Phoenix, AZ
2022-10-03 → 2023-08-23

Trajan Wealth, L.L.C.

Scottsdale, AZ
2018-07-17 → 2022-08-04

Vanguard Advisers, Inc.

Scottsdale, AZ
2003-04-28 → 2003-12-31

Brown, Jeffrey C

Blue Bell, PA

Other Businesses

Fixed insurance sales and service; investment related; Phoenix, AZ 85032; sales and service of non-variable insurance products; agent; 4/30/2025; 1 hr/month; 1 hr during trading; sales and service of non-variable insurance products

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-10-24

S63 Uniform Securities Agent State Law Examination

2011-10-24

Designations

Other Names

Jeff Brown

View on SEC IAPD