Career
Andrew Jefferys has been National Vice President - Wealth Management Solutions of Onedigital Investment Advisors since January 2023. Andrew Jefferys is a control person of the firm and directly owns under 5% of it. Andrew Jefferys holds a bachelor’s degree in Finance from Miami University.
Onedigital Investment Advisors LLC is an Overland Park, KS firm with $155B under management, 18,203 clients and 367 advisers across 174 offices, as of its April 2026 filing.
Andrew Jefferys leads national priorities for OneDigital’s Wealth Management Solutions. He previously spent 15 years with the Goulding & McCarthy team and joined OneDigital in 2021.
- Gouldin & Mccarthy, LLC– · 9 yearsBasking Ridge, NJ · Adviser representative · Firm CRD 129397
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Michigan | Approved | 25 July 2024 |
| New Jersey | Approved | 2 December 2021 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2012 |
| Series 7 | General Securities Representative Examination | 2 May 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Andrew Jefferys
- CRD
- 5293646
- Office
- Williamsburg, MI
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Andrew Jefferys work?
Andrew Jefferys has been National Vice President - Wealth Management Solutions of Onedigital Investment Advisors LLC since January 2023, and is a control person of the firm.
Is Andrew Jefferys a financial advisor?
Yes. Andrew Jefferys has a current investment-adviser registration in Michigan and New Jersey, through Onedigital Investment Advisors since December 2021.
How many years of experience does Andrew Jefferys have?
Andrew Jefferys has 19 years in the financial industry, since May 2007, across 2 adviser firms.
What exams has Andrew Jefferys passed?
Andrew Jefferys has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in May 2007. FINRA credited Andrew Jefferys with the SIE, which began in October 2018.
Where is Andrew Jefferys based?
Andrew Jefferys’ registered office is in Williamsburg, MI.