Jon OnealCRD Number: 1972890
Current Firm: Bfc Planning, Inc.
Jon Oneal (CRD# 1972890) is an Investment Advisor Representative working at Bfc Planning, Inc. in Springfield, MO and has over 26 years of experience in the finance industry.
Sterling Investment Advisors,llc
Mackay Financial Planning, LLC
Infinex Investments, Inc.
|Bfc Planning, Inc.||Marion, IA||Jan 2012 - Current||5|
|Securities Management And Research, Inc.||Cave Creek, AZ||Sep 2007 - Current||10|
|American National Insurance Company||Cave Creek, AZ||May 2007 - Current||10|
|Unemployed||Cave Creek, AZ||Dec 2006 - May 2007||< 1|
|Jefferson Pilot Securities||Concord, NH||May 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV