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Jordan Stone Braunstein

Oneamerica Securities, Inc.

Indianapolis, IN

Parsippany, NJ

CRD 5780853

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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
NJ RA APPROVED 2026-01-02
PA RA APPROVED 2023-09-14
  • NJ RA
    APPROVED
    Since 2026-01-02
  • PA RA
    APPROVED
    Since 2023-09-14

Branch Locations

One American Square, Indianapolis, IN 46282 • United States

14 Walsh Dr Suite 201, Parsippany, NJ 07054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc New York NY 05/2015 06/2018
New England Recovery And Wellness - Amethyst Recovery Center Concord NH 09/2017 04/2018
Truth Recovery Center Lake Worth FL 06/2018 12/2018
Bluecrest Recovery Center Woodland Park NJ 12/2018 09/2019
Lpl Financial Llc Bridgewater NJ 09/2019 06/2020
North Jersey Recovery Center Fair Lawn NJ 09/2019 10/2020
Paradigm Wealth Advisory Llc Bridgewater NJ 09/2019 05/2020
American United Life Parsippany NJ 06/2021 Present
Oneamerica Securities Parsippany NJ 07/2021 Present
Integrative Wealth Strategies Inc Englewood NJ 09/2019 06/2021
  • 05/2015 → 06/2018
    New York, NY
  • 09/2017 → 04/2018
    New England Recovery And Wellness - Amethyst Recovery Center
    Concord, NH
  • 06/2018 → 12/2018
    Truth Recovery Center
    Lake Worth, FL
  • 12/2018 → 09/2019
    Bluecrest Recovery Center
    Woodland Park, NJ
  • 09/2019 → 06/2020
    Lpl Financial Llc
    Bridgewater, NJ
  • 09/2019 → 10/2020
    North Jersey Recovery Center
    Fair Lawn, NJ
  • 09/2019 → 05/2020
    Bridgewater, NJ
  • 06/2021 → Present
    American United Life
    Parsippany, NJ
  • 07/2021 → Present
    Oneamerica Securities
    Parsippany, NJ
  • 09/2019 → 06/2021
    Integrative Wealth Strategies Inc
    Englewood, NJ
Previous Registrations
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Owner/President: Integrative Wealth Strategies - college planning and fixed insurance sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-13
  • S66 Uniform Combined State Law Examination
    2011-07-13
Other Names
  • Jordan Stone Braunstein
  • Jordan Braunstein

View on SEC IAPD

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