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Jordan Stone Braunstein

Oneamerica Securities, Inc.

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About Jordan Stone Braunstein

Jordan Braunstein is a financial advisor at Oneamerica Securities, Inc. Jordan has been in the financial industry since 2013. Jordan has a wide range of experience in financial planning and investment management, including fixed life and fixed annuities. Jordan is committed to providing personalized financial advice to help clients achieve their financial goals. Jordan is also a registered representative with FINRA.

Firm Information

Jordan Braunstein 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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Jordan Braunstein’s Registration & Firm History

IN

09/14/2023 - Present

Oneamerica Securities, Inc. (INDIANAPOLIS IN)

NJ

09/13/2019 - 06/22/2020

LPL FINANCIAL LLC (BRIDGEWATER NJ)

NY

05/13/2015 - 06/14/2018

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

FL

04/19/2011 - 05/21/2015

MORGAN STANLEY (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 07/13/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jordan Stone Braunstein. Review regulatory record here.
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