Jackson
Passantino

Oneamerica Securities, Inc

CRD#6906542
Investment Advisor
in Charlotte, NC

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About this Advisor

Jackson Passantino is a financial advisor based in Charlotte, North Carolina, working with Oneamerica Securities, Inc. Jackson has previously held positions at Main Line Delivery, Gnc, Integrated Controls Environmental LLC, Saint Joseph's University, Caviar Inc, The Vanguard Group, Inc, American United Life, and Oneamerica Securities. Jackson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jackson is part of Oneamerica Securities, Inc, which operates out of Charlotte, North Carolina. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Charlotte, NC

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Oneamerica Securities, Inc Brokerage Details

Total Assets Under Management

$264,377,933

NC Average: $1,347,246,178
Total Number of Employees

353

NC Average: 46
Total Number of Accounts

2,804

NC Average: 1,775
Average Account Size

$94,286

NC Average: $759,012

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

Jackson Passantino Work History

2023 - Present (1 year)

American United Life

2023 - Present (1 year)

Oneamerica Securities

2018 - 2023 (5 years)

The Vanguard Group, Inc

2017 - 2021 (4 years)

Caviar Inc

2016 - 2016 (< 1 year)

Main Line Delivery

2016 - 2016 (< 1 year)

Gnc

2014 - 2015 (1 year)

Integrated Controls Environmental LLC

2013 - 2017 (4 years)

Saint Joseph'S University

Disclosures

Please visit the SEC profile of Jackson Passantino 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

Curtis Matheson
Indianapolis, IN
Christopher Racadio
Indianapolis, IN
David Medina
Concord, CA
Jaxon Hill
Indianapolis, IN
Bryan Hoffman
Indianapolis, IN
Arnold Dorman
Indianapolis, IN
Dwight Heikkila
Los Angeles, CA
Conor Delaney
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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