John Francis Oneill

Employer firm

O'nEill Financial Management, Inc. CRD 283273

$86.7M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  O'NEill Financial Management, Inc.
  Lake Forest, CA

Previous Registrations

• 2012-02-06 → 2016-05-16
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Lake Forest, CA
• 2003-06-26 → 2012-02-09
  Cetera Investment Advisers Llc
  Mission Viejo, CA

Other Businesses

(1) EMPLOYEE/CA INSURANCE AGENT DBA "O'NEILL FINANCIAL MANAGEMENT" PROVIDING FINANCIAL ADVISORY SERVICES, SALES OF FIXED AND VARIABLE ANNUITY, INSURANCE PRODUCTS, AND USE OF THIRD PARTY MONEY MANAGERS SINCE DECEMBER 1995. INVESTMENT RELATED. 100% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-16
• S63 Uniform Securities Agent State Law Examination
  1996-07-18