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Joseph William Veasey

Investment adviser representative at Oneascent Financial Services LLC
11 yearsYears since first job or exam
1 stateRegistered in
CFP® certificationDesignation
$3.5B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(205) 313-9142oneascent.comFirm's SEC record

How the firm charges

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

Services the firm offers

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

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Oneascent Financial Services LLCJul 2026 to now
  2. Oneascent Financial Solutions, LLCJul 2026 to now
  3. Joseph W. VeaseySep 2022 to now
  4. Stewardship Advisory Group, LLCSep 2022 to now
  5. Stewardship Legacy Coaching, LLCSep 2022 to now
  6. United Planners' Financial ServicesSep 2022 to Jul 2026
  7. Ae Wealth Management, LLCFeb 2021 to Sep 2022
  8. Madison Avenue Securities, LLCJan 2021 to Sep 2022
  9. The Life Wealth GroupJan 2021 to Sep 2022
  10. Thrive Capital Management, LLCFeb 2020 to Dec 2020
  11. Thrive Financial Services, LLCJan 2020 to Dec 2020
  12. Citizens Securities, Inc.Nov 2019 to Jan 2020
  13. MML Investors Services, LLCSep 2018 to Nov 2019
  14. MassMutualSep 2018 to Oct 2019
  15. Park Avenue Securities LLCSep 2016 to Sep 2018
  16. Guardian Life InsuranceSep 2016 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

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

Oneascent Financial Services LLC

$3.5B
5,279Clients
67Advisers
10 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

6419442
284549
Advisor's SEC record
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