Devin O'NEal

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

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

• 09/2022 → 08/2024
  Fidelity Investments
  Orland Park, IL
• 11/2019 → 09/2024
  Keller Williams One Chicago
  Chicago, IL
• 03/2021 → 09/2022
  Doordash
  San Francisco, CA
• 11/2019 → 03/2020
  Lyft
  Chicago, IL
• 02/2019 → 10/2019
  Chicago Firehouse
  Chicago, IL
• 05/2015 → 11/2019
  Home Services Illinois Koenig Rubloff Realty Berkshire Hathaway
  Chicago, IL
• 12/2016 → 05/2017
  Ocean Cut/Chicago Cut Steakhouse Llc
  Chicago, IL
• 04/2017 → 01/2019
  Steak 48
  Chicago, IL
• 02/2015 → 12/2016
  Taus Authentic
  Chicago, IL
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 09/2024 → Present
  One Chicago Holdings Llc
  Chicago, IL
• 04/2025 → Present
  St Rita High School
  Chicago, IL
• 09/2024 → Present
  One Chicago Holdings, Llc
  Chicago, IL

Other Businesses

Entity Name: ONE Chicago Holdings, LLC Investment related: No Address: 2211 N Elston ave Suite 104 Chicago, IL 60614 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate. They hold my license so it doesn't expire. I am allowed to refer clients to active members. I don't actively participate. Entity Name: St Rita High School Investment related: No Address: 7740 s Western Ave Chicago, IL 60620 stritahs.com Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 04/21/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: High School boys varsity basketball assistant coach oONE Chicago Holdings LLC; onot investment-related; o2211 N Elston ave Suite 104 Chicago, IL 60614; oReal estate; oBuying and selling real estate; oReal estate broker; o09/2024; o12 months, passive in hours; o0; oReferring clients to active members;

Exams

• S66 Uniform Combined State Law Examination
  2024-01-09
• S63 Uniform Securities Agent State Law Examination
  2023-05-22

Other Names

• Devin Oneal
• Devin P Oneal