Jerry Thomas Alberico
Investment adviser representative at Oneamerica Securities, Inc.
29 yearsExperience
1 stateRegistered 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
29 years in the industry.
- Oneamerica Securities, Inc.May 2026 to now
- American United LifeFeb 2025 to now
- Knights of Columbus Asset Advisors LLCJun 2023 to Jan 2025
- Knights of Columbus InsuranceJun 2020 to Jan 2025
- National Medical CareAug 1997 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7774097
- Firm CRD
- 4173