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Jason Earl Palmer

Investment adviser representative at Oneamerica Securities, Inc.
16 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$306.1MFirm assets

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How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

16 years in the industry.

  1. Oneamerica Securities, Inc.Nov 2010 to now
  2. American United LifeOct 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 13 states (AL, AZ, CA, FL, GA, ID, KY, NV, RI, TX, UT, VA, WY).

Oneamerica Securities, Inc.

$306.1MAssets managed
2,300Clients
338Advisers
27 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
4551465
Firm CRD
4173
Advisor's SEC record (opens in a new tab)
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