Jack
Shaw
Oneamerica Securities, Inc
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About this Advisor
Jack Shaw is a financial advisor based out of San Jose, California, who has 7 years of industry experience. Shaw works at Oneamerica Securities, Inc. Over the course of their career, Shaw has held roles at New York Life Insurance Co, Nylife Securities LLC, Tty Systems, Eagle Strategies LLC, Jcs Insurance Services, American United Life and Oneamerica Securities. Shaw has Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in California. Oneamerica Securities, Inc is a registered investment company that has its headquarters in Indianapolis, IN. The firm has offices in 107 locations and a total of 357 employees. It controls $158 million in assets among its 1,970 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,970 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by Oneamerica Securities, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$158,033,391
357
1,970
$80,220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jack Shaw Work History
Jack has been registered as a financial advisor for 7 years.*
American United Life
Oneamerica Securities
Jcs Insurance Services
Eagle Strategies LLC
New York Life Insurance Co
Nylife Securities LLC
Tty Systems
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Shaw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oneamerica Securities, Inc
Indianapolis, IN
Indianapolis, IN
Columbus, OH
Cape Coral, FL
Loveland, OH
Newport Beach, CA
San Diego, CA
Carmel, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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