Samuel Jauregui has been an investment adviser representative at OneAscent Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Oneascent Wealth Management LLC is a Birmingham, AL firm with $476M under management, 927 clients and 12 advisers across 6 offices, as of its August 2026 filing.
- Oneascent Wealth ManagementCurrent– present · 1 yearBirmingham, AL · Adviser representative · Firm CRD 308057
Investment adviser representative registrations
Samuel Jauregui is registered as an investment adviser representative in Alabama, since September 2025.
- AlabamaSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Samuel James Jauregui
- CRD
- 8123876
- Firm
- OneAscent Wealth Management · CRD 308057
- Office
- 100 GRANDVIEW PLACE, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Jauregui work?
Samuel Jauregui is an investment adviser representative registered through Oneascent Wealth Management LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Jauregui a financial advisor?
Yes. Samuel Jauregui has a current investment-adviser registration in Alabama, through OneAscent Wealth Management since September 2025.
How many years of experience does Samuel Jauregui have?
Samuel Jauregui has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Samuel Jauregui passed?
Samuel Jauregui passed the Series 65 in September 2025.
Where is Samuel Jauregui based?
Samuel Jauregui’s registered office is in Birmingham, AL.
Is Samuel Jauregui registered with FINRA?
No. Samuel Jauregui has no current broker registration.
How can I verify Samuel Jauregui’s record?
Search CRD 8123876 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Jauregui’s full registration record.
