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Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Oneamerica Securities, Inc.

One American Square, Indianapolis, IN 46282 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2013-05-10
  • ID RA
    APPROVED
    Since 2013-05-10

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

Nampa, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oneamerica Securities Boise ID 11/2010 12/2019
Allegis Financial Partners Boise ID 07/2009 12/2019
American United Life Nampa ID 12/2019 Present
Oneamerica Securities Nampa ID 12/2019 Present
  • 11/2010 → 12/2019
    Oneamerica Securities
    Boise, ID
  • 07/2009 → 12/2019
    Allegis Financial Partners
    Boise, ID
  • 12/2019 → Present
    American United Life
    Nampa, ID
  • 12/2019 → Present
    Oneamerica Securities
    Nampa, ID
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-31
S65 Uniform Investment Adviser Law Examination 2013-05-01
  • S63 Uniform Securities Agent State Law Examination
    2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2013-05-01
Other Names
  • Jaymi R. Eccher
  • Jaymi R. Jarmin

View on SEC IAPD

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