Jason Lee Smith
Investment Adviser Representative at Onedigital
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Lee Smith is an investment adviser representative with Onedigital in Irvine, CA, where they have been registered since 2025. They have worked in the securities industry since 2001 and have been registered with 5 firms, including Cambridge Investment Research Advisors, Inc. and HUB International Investment Services Inc. (HIIS). They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HUB International Investment Services Inc.Jan 2013 – Oct 2025San Diego, CA
- Cambridge Investment Research IncAug 2014 – Oct 2025Fairfield, IA
- Cambridge Investment Research Advisors IncAug 2014 – Oct 2025Fairfield, IA
- Onedigital Investment Advisors LLCNov 2025 – no end date reportedOverland Park, KS
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Onedigital
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 375
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Overland Park, KS
- SEC file number:
- 801-40622
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Onedigital
Showing 12 of 375 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Lee Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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