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Jon Higham

Advisor at OneDigital

Updated today

Location

Greensboro, GA

Credentials

Series 63, Series 65, Series 66

Industry experience

17 years

About

Jon Higham is an advisor at OneDigital with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Mutual of Omaha Investor Services, Nationwide Investment Services, State Farm Insurance, and Stadion Money Management. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse clientele, including individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a range of analytic approaches and model strategies, incorporating ETFs, mutual funds, private funds, and structured products, with offerings that include both discretionary and non-discretionary management.

Client services

Based on OneDigital

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OneDigital

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Based on OneDigital

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and family office services may be charged on a one-time or annual flat fee basis, fully negotiable. Wealth, Inc. Access Fee is a one-time flat fee.

Percentage

Up to 2.00% annually on assets under management (tiered fee schedule applies, exact tiers not specified)

Commissions

Commission-based fees may be received by certain registered representatives and insurance agents affiliated with OneDigital for selling investment and insurance products.

Project-based

Financial planning fees may be charged on an hourly basis, fully negotiable.

Other

Fee-only: Investment advisory fees charged quarterly in advance, based on percentage of assets under management, hourly basis, or fixed fee basis. Financial planning and family office fees may be charged on flat fee or hourly basis.

Location

Greensboro, GA

Most active in

Georgia

Work history

OneDigital Investment Advisors LLC

2024 - Present (2 years)

Mutual of Omaha Investor Services

2021 - 2024 (3 years)

Mutual of Omaha Insurance Company

2021 - 2024 (3 years)

Nationwide Investment Services Corp

2019 - 2021 (2 years)

State Farm Insurance

2018 - 2019 (1 year)

Stadion Money Management

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Timothy P

ChFC®, Series 63, Series 66

Eatonton, GA

Blueprint Financial Strategies, LLC

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Gregory P

Series 63, Series 66

Greensboro, GA

The Foundation Investment Group

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Private / alternative investments Real estate investing Wealth management
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Richard K

Series 63, Series 65

Greensboro, GA

Corecap Advisors

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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