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John Jeffrey Weller

Oneamerica Securities, Inc.

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About John Jeffrey Weller

John Weller is a financial advisor who has been in the industry since 1998. John currently works for Oneamerica Securities, Inc. in Carmel, IN. John has worked for several firms over the years, including NFP Securities, Inc., Allianz Life Financial Services, LLC, Ameriprise Financial Services, Inc., and American United Life Insurance Company. John has a wide range of experience and expertise and is dedicated to helping clients achieve their financial goals.

Firm Information

John Weller is currently registered with Oneamerica Securities, Inc.. Oneamerica Securities, Inc. is a corporation formed in 1969 and headquartered in Indianapolis, Indiana. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and businesses, as well as selection of other advisors. The firm's regulatory assets under management total $264,377,933, with a total of 2,804 accounts. The firm is registered with the SEC and in all 50 states.
Oneamerica Securities, Inc.

ONE AMERICAN SQUARE

INDIANAPOLIS, IN 46282

$264.38M

Assets Under Management

7,938

Total Clients

716

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Weller’s Registration & Firm History

IN

06/27/2018 - Present

Oneamerica Securities, Inc. (CARMEL IN)

AL

06/23/2011 - 04/02/2013

NFP SECURITIES, INC. (BIRMINGHAM AL)

MN

08/06/2008 - 02/01/2011

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MN

01/10/2008 - 07/11/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

IN

12/17/2001 - 12/19/2007

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

03/28/2001 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

OH

12/21/2000 - 03/26/2001

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

09/16/1999 - 12/31/2000

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

OH

05/14/1999 - 08/20/1999

KEY CLEARING CORP. (BROOKLYN OH)

OH

01/25/1999 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

MN

01/02/1997 - 01/01/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

02/26/1996 - 12/31/1996

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 02/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Jeffrey Weller.
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