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RIA / WealthAdvisor25 years in industry

JASON LEE SMITH

Advisor at ONEDIGITAL

IRVINE, CA | SAN DIEGO, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:b00cf2a2-0016-81ed-fbfe-c4ca73cfaae0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 15, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: May 24, 2001
First registration: May 15, 2007
Dual registered: no
Other names: JASON SMITH
IAPD individual key: 4378444

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Onedigital	Institutional manager	Nov 4, 2025	n/a	yes	OVERLAND PARK, KS\|IRVINE, CA\|SAN DIEGO, CA	Current employment
HUB INTERNATIONAL INVESTMENT SERVICES INC.	n/a	Nov 18, 2014	Dec 8, 2020	no	WESTLAKE VILLAGE, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|AUSTIN, TX\|San Diego, CA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Aug 13, 2014	Nov 11, 2025	no	SAN DIEGO, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Apr 22, 2008	Aug 14, 2014	no	SAN RAFAEL, CA\|SAN DIEGO, CA	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	May 15, 2007	Apr 18, 2008	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	HUB INTERNATIONAL INVESTMENT SERVICES INC.	Nov 11, 2025	Nov 18, 2014	-4,011	Firm change after gap	Other
HUB INTERNATIONAL INVESTMENT SERVICES INC.	Onedigital	Dec 8, 2020	Nov 4, 2025	1,792	Firm change after gap	Other
FINANCIAL TELESIS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Aug 14, 2014	Aug 13, 2014	-1	Firm change	Other
CINCINNATI ANALYSTS, INC	FINANCIAL TELESIS, INC.	Apr 18, 2008	Apr 22, 2008	4	Firm change	Other

Relationships

Registered with (5)

→ ONEDIGITALRegistered adviserregistration: current employment
Nov 4, 2025 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Aug 13, 2014 to Nov 11, 2025factForm ADV
→ HUB INTERNATIONAL INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Nov 18, 2014 to Dec 8, 2020factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Apr 22, 2008 to Aug 14, 2014factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
May 15, 2007 to Apr 18, 2008factForm ADV

Dated events

Occurred
Nov 11, 2025
Advisor changed firm
Jason Lee Smith left Cambridge Investment Research Advisors, Inc. for Hub International Investment Services Inc. (registered 2014-11-18)
Form ADVobserved 5 days ago