Jack Tompkins
Jack Tompkins is a ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Tampa, FL, with 43 years of industry experience. Jack 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
Tampa, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2009Customer Dispute
July 2009Customer Dispute
July 2009Regulatory
January 2007Employment Separation After Allegations
April 2006Other Business ActivitiesSells Insurance
Jack sells non-variable insurance products and premium financing for P&C policies through First Family Financial, Inc. and Standard Funding Corp. He also co-owns a rental property.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 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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