John Francis Oneal

Current Employers

Employment History

• 03/2011 → Present
  Ifs Financial Services
  Cincinnati, OH
• 03/2011 → Present
  Touchstone Securities
  Cincinnati, OH

Other Businesses

1) Joseph E. and Ethel B O'Neal Revocable Trust; Investment Related; Address of other business: Wilmington, DE 19805; Nature of other business: Trust account at Morgan Stanley; Position: Trustee; Start of relationship with other business: 1/17/14; Approximate number of hours per month: 1; Approximate number of hours per month during trading hours: 0; Duties include: Oversee trust along with my sister Sharon - MS Advisors have discretion, Sharon and I do not initiate trades. 2) JSO Partners, LLC; Not investment related; Address of other business: Wilmington, DE 19805; Nature of business: Commercial Property; Position: Managing Partner; Start date of relationship with other business: 2/9/2018; Approximate number of hours per month: 1; Approximate number of hours per month during trading hours: 0; Duties include: Property in year 3 of 40 year lease to Starbucks. It is a triple net lease, we do almost nothing. 3) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-25
• S63 Uniform Securities Agent State Law Examination
  1994-12-22