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JL
CFP · ChFC
JL
CFP · ChFC

Jon Laframboise

Oneamerica Securities, INC.
19 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jon Laframboise is a CFP, ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Columbus, OH, with 19 years of industry experience. Jon 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.

Oneamerica Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
343 advisors
Number of Clients
2,300 clients
Average Client Portfolio
$133K average
Assets Under Management
$306.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4016 Townsfair Way, Ste 202, Columbus, OH, 43219

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jon is involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance.

Employment History
Current Registrations
Oneamerica Securities, INC.
February 2012 - Present · 14 yrs 8 mos
Oneamerica Securities, INC.Broker
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
April 2008 - February 2011 · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2005 - January 2007 · 1 yr 4 mos
Raymond James & Associates, INC.
August 2005 - January 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.
September 2003 - September 2003 · 0 mos
State Registrations13 states
CADCFLGAINKYMINCOHORSCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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