Jack Shaw (CRD# 5246027) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Milpitas, CA and has over 17 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneamerica Securities | San Jose, CA | May 2016 - Current | 8 |
| American United Life | San Jose, CA | Mar 2016 - Current | 8 |
| Jcs Insurance Services | San Jose, CA | May 2013 - May 2016 | 3 |
| Tty Systems | San Mateo, CA | Oct 2009 - May 2016 | 6 |
| New York Life Insurance Co | San Jose, CA | Jan 2011 - Apr 2016 | 5 |
| Nylife Securities LLC | San Jose, CA | Jan 2011 - Apr 2016 | 5 |
| Self Employed | San Jose, CA | Jun 2006 - Apr 2016 | 9 |
| Eagle Strategies LLC | Cupertino, CA | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CA
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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