Jonathan
Leuchs
Oneamerica Securities, Inc
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About this Advisor
Jonathan Leuchs is a financial advisor based in Providence, Rhode Island, working with Oneamerica Securities, Inc. Jonathan has previously held positions at Edward Jones, Capital Market Access, LLC, Convectium, Alphawave Mindfulness For Leadership (Self Employed), San Dieguito Union High School District, Halstead Property, Nti Upstream/Children's Research Triangle, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Pruco Securities, LLC, The Prudential Insurance Company Of America, American United Life, and Oneamerica Securities. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Jonathan is part of Oneamerica Securities, Inc, which operates out of Providence, Rhode Island. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves high-net-worth clients. 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
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$264,377,933
353
2,804
$94,286
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
Jonathan Leuchs Work History
American United Life
Oneamerica Securities
Pruco Securities, LLC
The Prudential Insurance Company Of America
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Edward Jones
Capital Market Access, LLC
Convectium
San Dieguito Union High School District
Alphawave Mindfulness For Leadership (Self Employed)
Halstead Property
Nti Upstream/Children'S Research Triangle
Disclosures
Please visit the SEC profile of Jonathan Leuchs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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