Jeffrey O'neal
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jeffrey O'Neal is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones from 2020 to 2024 and was employed at Subiaco Academy from 2015 to 2020. Outside of his advisory role, O'Neal serves on the Board of Directors for the Logan County Quorum Court, is President of the Rotary Club of Paris, Arkansas, and is a council member of St. Joseph Catholic Church parish council. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering personalized Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and adaptive advice in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
Paris, AR
Most active in
Jeffrey O has reported serving >5 clients in these states in the last 12 months.
Arkansas · Texas
Work history
Ameriprise
2024 - Present (2 years)
Edward Jones
2020 - 2024 (4 years)
Subiaco Academy
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ronald W
Series 66
Clarksville, AR
Crews & Associates, inc.
Isaac P
Series 66
Paris, AR
LaSalle St. Investment Advisors, L.L.C.
Timothy C
Series 66
Paris, AR
LaSalle St. Investment Advisors, L.L.C.
Donald H
Series 63, Series 66
Booneville, AR
Csenge Advisory Group, LLC
Johnna B
Series 66
Clarksville, AR
Edward Jones
Philip B
Series 66
Booneville, AR
Ameriprise
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