Jonathan Corteen
Jonathan Corteen is a registered investment advisor at Oneamerica Securities, INC., based in Lincolnshire, IL, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
100 Tri State International, Suite 145, Lincolnshire, IL, 60069
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2005Criminal
March 1994Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including app development, business consulting/publishing, and property & casualty insurance sales through THG Property Casualty, LLC. He also co-owns MaxOut Brokerage, LLC, which focuses on fixed insurance sales, and owns Redew, Inc., a holding company for THG and MaxOut Brokerage.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Signator Investors, INC.Broker
State Registrations13 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.