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John Francis Oneal

Investment adviser representative at Touchstone Advisors Inc
15 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Touchstone Advisors IncMay 2019 to now
  2. Ifs Financial ServicesMar 2011 to now
  3. Touchstone SecuritiesMar 2011 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (OH).

Touchstone Advisors Inc

$31.1BAssets managed
40Clients
78Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2487642
Firm CRD
107028
Advisor's SEC record (opens in a new tab)
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