Jon Caleb Pourchot
Investment adviser representative at Oneascent Financial Services LLC
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
10 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
11 years in the industry.
- Oneascent Financial Services LLCMay 2025 to now
- Financial Strategies Group LLCJun 2024 to now
- Tennessee Department of TreasuryJun 2023 to May 2024
- Poplar Heights Baptist ChurchAug 2022 to May 2023
- Union UniversityAug 2019 to May 2023
- UnemployedJan 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Oneascent Financial Services LLC
$3.5BAssets managed
5,279Clients
79Advisers
10 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
- 7946082
- Firm CRD
- 284549