Unclaimed
Jed Edward Douglas is a financial professional with over 5 years of experience in the financial services industry. Jed has held positions with Peak Brokerage Services, LLC and NYLIFE Securities LLC before joining Oneamerica Securities, Inc. in March 2023. Jed has a strong track record of providing clients with personalized financial advice and guidance. Jed is dedicated to helping clients achieve their financial goals.
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
03/28/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
06/15/2020 - 08/31/2021
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
TN
09/15/2017 - 05/04/2018
NYLIFE SECURITIES LLC (FRANKLIN TN)
BC
Issued 12/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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