James Johnson
James Johnson is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Carmel, IN, with 44 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
645 West Carmel Drive, Suite 110, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
Criminal
December 1971Other Business ActivitiesSells Insurance
James sells non-variable insurance products, including fixed life and fixed annuities. He is also a Certified Financial Divorce Analyst, providing divorce mediation and financial analysis.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Manequity, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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