Merrill
47yrs
Top advisor by experience in Indianapolis
24yrs
James Whiteman has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Indianapolis, Indiana. After 21 years at Equitable Advisors, James joined Oneamerica Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
OfficeOne American Square, Indianapolis, IN 46282
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$133,065
Advisors at the firm335
States licensed ?1 state
Services through Oneamerica Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOneamerica Securities, Inc.Current firm
- 2003 – 2024Equitable Advisors, LLCPreviously
Contact James
(877) 285-3863Oneamerica Securities main office One American SquareIndianapolis, IN 46282Office · Get directions Firm websiteHTTP://WWW.ONEAMERICASECURITIES.COM
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Oneamerica Securities at (877) 285-3863 and ask for James Whiteman. James works from the Indianapolis, IN office.
How long has James been a financial advisor?
James has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Oneamerica Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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