John
Oeming
Aegis Capital Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
John Oeming is a financial advisor working out of Eugene, Oregon with a total of 3 years of industry experience. Oeming is an advisor for Aegis Capital Corp. Their career trajectory has included roles at D.A. Davidson & Co, Commonwealth Financial Network, The Oeming Group and Aegis Capital Corp. Oeming holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Aegis Capital Corp is an advisory business that has its headquarters in New York, NY. The firm has offices in 19 locations and a total of 297 employees. It oversees $1 billion in total assets among its 2,166 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 2,166 customer accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on the type of services. However, fee types charged by Aegis Capital Corp may include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
John Oeming Work History
John has been registered as a financial advisor for 3 years.*
Aegis Capital Corp
The Oeming Group
Commonwealth Financial Network
D.A. Davidson & Co
*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 John Oeming 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 Aegis Capital Corp
Melville, NY
New York, NY
New York, NY
Melville, NY
New York, NY
Portland, OR
New York, NY
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
