Jacob Lopez
Investment adviser representative at Oneamerica Securities, Inc.
12 yearsExperience
3 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
12 years in the industry.
- Oneamerica Securities, Inc.Jul 2025 to now
- American United LifeJun 2024 to now
- Indiana Wesleyan UniversityAug 2021 to May 2025
- Crown Point High SchoolAug 2017 to Jul 2021
- Taft Middle SchoolAug 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, IN).
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
- 8121798
- Firm CRD
- 4173