Jon Oneal, financial advisor Springfield MO
96 score

Jon Oneal

CRD 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.

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Professional Designations
Company Name Location Dates Years
Bfc Planning, Inc. Springfield, MO Jan 2012 - Current 6
Securities Management And Research, Inc. Springfield, MO Sep 2007 - Current 10
American National Insurance Company Springfield, MO May 2007 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Jon R. Oneal
Phone Number: 319-447-5700
Registered State(s):
  • AZ
  • TX
  • MO
By the Numbers
  • Total Assets Under Management
    519
    MILLIONS
  • Total Number of Accounts
    4,455
    ACCOUNTS
  • Average Account Value
    $116,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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