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Detailed Report
JASON COLLIER YEPKO
CRD#: 3212172
IA
Investment Adviser
B
Previous Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 5955 Carnegie Blvd
Suite 140
Charlotte, NC 28209
Registration History
20002002200420062008201020122014201620182020202220242026IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2024 - Present (1 year)BJOHN HANCOCK DISTRIBUTORS LLC (CRD# 5249)2011 - 2023 (12 years)BSECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2004 - 2011 (7 years)BPAN-AMERICAN FINANCIAL ADVISERS (CRD# 15578)2001 - 2004 (3 years)BONE ORCHARD EQUITIES, INC. (CRD# 42124)1999 - 2001 (1 year)
License(s)

State Registrations

IA
North Carolina 3/12/2024
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
5955 Carnegie Blvd Suite 140, Charlotte, NC 28209
Registered with this firm since 3/12/2024
Previous Registration(s)
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 06/08/2011 - 12/05/2023 JOHN HANCOCK DISTRIBUTORS LLC (CRD#:5249) BOSTON, MA
B
 03/30/2004 - 05/24/2011 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) ST. PAUL, MN
B
 01/16/2001 - 02/04/2004 PAN-AMERICAN FINANCIAL ADVISERS (CRD#:15578) NEW ORLEANS, LA
B
 05/17/1999 - 01/03/2001 ONE ORCHARD EQUITIES, INC. (CRD#:42124) GREENWOOD VILLAGE, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.