James A Whiteman
Investment adviser representative at Oneamerica Securities, Inc.
24 yearsExperience
5 statesRegistered in
$306.1MFirm assets
27 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 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
24 years in the industry.
- Oneamerica Securities, Inc.Apr 2024 to now
- American United LifeMar 2024 to now
- Equitable Advisors, LLCAug 2002 to Apr 2024
- AXA Advisors, LLCAug 2002 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, OR, UT, WA).
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
- 4570851
- Firm CRD
- 4173