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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Jonas Phillip Boyer

Advisor at ONEDIGITAL

OVERLAND PARK, KS | Greensboro, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9117a59-3ec7-194f-e294-7d3a086882e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 6, 2019 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: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 3, 2019
First registration: May 6, 2019
Dual registered: no
Other names: Jonas Boyer
IAPD individual key: 7079718

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	Dec 11, 2023	n/a	yes	OVERLAND PARK, KS\|Greensboro, NC	Current employment
TRIAD FINANCIAL ADVISORS, INC.	Former SEC adviser	Mar 18, 2020	Dec 11, 2023	no	GREENSBORO, NC	Previous registration
EDWARD JONES	National bd RIA	May 6, 2019	Jan 23, 2020	no	Roanoke, VA\|ST LOUIS, MO\|ROANOKE, VA	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
TRIAD FINANCIAL ADVISORS, INC.	Onedigital	Dec 11, 2023	Dec 11, 2023	0	Firm change	Other
EDWARD JONES	TRIAD FINANCIAL ADVISORS, INC.	Jan 23, 2020	Mar 18, 2020	55	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118583:106766:NC:2023-12-11	Dec 11, 2023	Dec 11, 2023	GREENSBORO, NC	Firm change

Relationships

Registered with (3)

→ ONEDIGITALRegistered adviserregistration: current employment
Dec 11, 2023 to presentfactForm ADV
→ TRIAD FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 18, 2020 to Dec 11, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
May 6, 2019 to Jan 23, 2020factForm ADV

Dated events

Occurred
Dec 11, 2023
Advisor changed firm
Jonas Phillip Boyer left Triad Financial Advisors, Inc. for Onedigital (registered 2023-12-11)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9117a59-3ec7-194f-e294-7d3a086882e7
First observed: May 6, 2019
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Jonas Phillip Boyer

Advisor at ONEDIGITAL

OVERLAND PARK, KS | Greensboro, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e9117a59-3ec7-194f-e294-7d3a086882e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Onedigital

Institutional manager

Dec 11, 2023

n/a

yes

OVERLAND PARK, KS|Greensboro, NC

Current employment

TRIAD FINANCIAL ADVISORS, INC.

Former SEC adviser

Mar 18, 2020

Dec 11, 2023

GREENSBORO, NC

Previous registration

EDWARD JONES

National bd RIA

May 6, 2019

Jan 23, 2020

Roanoke, VA|ST LOUIS, MO|ROANOKE, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRIAD FINANCIAL ADVISORS, INC.

Onedigital

Dec 11, 2023

Firm change

Other

EDWARD JONES

TRIAD FINANCIAL ADVISORS, INC.

Jan 23, 2020

Mar 18, 2020

Firm change

Ibd to RIA

Team

Left

Joined

From

Kind

118583:106766:NC:2023-12-11

Dec 11, 2023

GREENSBORO, NC

Firm change