Justin A. Goodbread
ONEDIGITAL
Knoxville, TN 37931
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CRD#: 4746495
Professional summary
Justin Allan Goodbread, CFP® is a registered financial advisor currently at ONEDIGITAL located in Knoxville, Tennessee.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Justin has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JUSTIN ALLAN GOODBREAD D/B/A FINANCIALLY SIMPLE; NOT INVESTMENT RELATED; 10641 DEERBROOK DRIVE, SUITE 100, KNOXVILLE, TENNESSEE 37922; BUSINESS AND FINANCIAL EDUCATION AND COACHING PODCAST/WEBSITE/SOCIAL MEDIA OPERATOR; INFLUENCER; OCTOBER 26, 2023 START DATE; 6 HOURS/MONTH DEVOTED; 6 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL DUTIES. _____ � _____ 2) JUSTIN ALLAN GOODBREAD; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; BOOK AUTHORSHIP; AUTHOR; JUNE 20, 2019 START DATE; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; AUTHORSHIP. _____ � _____ 3) GOODBREAD MANAGEMENT, LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; RENTAL PROPERTY MANAGEMENT; MANAGING MEMBER AND OWNER; NOVEMBER 2021 START DATE; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; PROPERTY MANAGEMENT DUTIES. _____ � _____ 4) SJJ INVESTMENTS, LLC; NOT INVESTMENT RELATED; PRIVATE RESIDENCE; HOLDING COMPANY; OWNER AND MANAGER; NOVEMBER 2021 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL AND MANAGEMENT DUTIES _____ � _____ 5) GOODBREAD PROPERTIES; NOT INVESTMENT RELATED; HOLDING COMPANY FOR REAL ESTATE; OWNER AND MANAGER; JUNE 2023 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED _____ | _____ 6) FINANCIALLY SIMPLE, LLC; NOT INVESTMENT RELATED; 10641 DEERBROOK DRIVE, SUITE 100, KNOXVILLE, TENNESSEE 37922; BUSINESS COACHING AND EDUCATION PLATFORM, PODCAST/WEBSITE/SOCIAL MEDIA/COURSES/EVENTS/SPEAKING/AUTHORSHIP - OPERATOR; INFLUENCER; JANUARY 16, 2024 START DATE; 24 HOURS/MONTH DEVOTED; 24 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED; ALL OPERATIONAL DUTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Allan Goodbread's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
January 12, 2024 - Present
ONEDIGITAL
Office #1: 10641 Deerbrook Drive, Suite 100, Knoxville, TN 37931RIA
CRD#: 106766
Knoxville, TN
Past
January 4, 2022 - October 26, 2024
WEALTHSOURCE®
RIA
CRD#: 282202
KNOXVILLE, TN
Past
October 19, 2017 - April 22, 2022
HERITAGE INVESTORS
RIA
CRD#: 290292
KNOXVILLE, TN
Past
July 28, 2014 - December 11, 2017
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
Knoxville, TN
Past
July 18, 2014 - December 11, 2017
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
KNOXVILLE, TN
Past
January 6, 2009 - July 29, 2014
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
KNOXVILLE, TN
Past
January 5, 2009 - July 29, 2014
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
KNOXVILLE, TN
Past
January 25, 2005 - January 5, 2009
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
KNOXVILLE, TN
Past
January 24, 2005 - January 5, 2009
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
KNOXVILLE, TN
Past
September 14, 2004 - January 14, 2005
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
KNOXVILLE, TN
Past
June 24, 2004 - January 14, 2005
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
March 29, 2004 - June 4, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
KNOXVILLE, TN
Past
March 3, 2004 - June 4, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 3, 2004 - June 4, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(1/16/2024)
IAR
Texas(1/12/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
