Unclaimed
James Johnson is a financial advisor with Oneamerica Securities, Inc. James has been working in the financial services industry since 1982 and is registered with the state of Indiana and other states as a Registered Representative. James holds several professional designations and licenses including the Series 6, 7, 22, 24 and 63 securities licenses. James provides financial advice to individuals and businesses and specializes in financial planning, portfolio management and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
11/27/2024 - Present
Oneamerica Securities, Inc. (CARMEL IN)
MN
10/11/2002 - 08/23/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
04/25/1986 - 10/03/2002
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
04/25/1986 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
12/23/1981 - 03/25/1986
MANEQUITY, INC.
BC
Issued 12/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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