Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Richards is a registered representative of Oneamerica Securities, Inc. Jonathon is a financial professional with experience in financial planning and portfolio management. Jonathon has expertise in providing financial services to high-net-worth individuals and individuals other than high-net-worth. Jonathon has been in the financial industry for 10 years, with experience in insurance sales, and experience at both Greenix and Moxie. Jonathon has also held several other roles with companies such as Vivint Smarthome and Snowbird. Jonathon holds a Series 65 license.
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.
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IN
09/10/2024 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
Active
Inactive
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