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David Jacobs

Oneamerica Securities, Inc.

Kissimmee, FL

Indianapolis, IN

CRD 8078481

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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
FL RA APPROVED 2026-03-16
  • FL RA
    APPROVED
    Since 2026-03-16

Branch Locations

Kissimmee, FL • United States

One American Square, Indianapolis, IN 46282 • 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
American United Life Kissimmee FL 12/2024 Present
Oneamerica Securities Kissimmee FL 05/2025 Present
Us Soccer Orlando FL 08/2024 03/2025
Trine University Angola IN 12/2016 08/2024
Ancilla College Plymouth IN 01/2015 12/2016
  • 12/2024 → Present
    American United Life
    Kissimmee, FL
  • 05/2025 → Present
    Oneamerica Securities
    Kissimmee, FL
  • 08/2024 → 03/2025
    Us Soccer
    Orlando, FL
  • 12/2016 → 08/2024
    Trine University
    Angola, IN
  • 01/2015 → 12/2016
    Ancilla College
    Plymouth, IN
Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02

View on SEC IAPD

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