to grow your businessto harness technologyto secure your practiceto experience exceptional service
powerful wealth managment toolscomprehensive fee-based optionsCustomized marketing productsIndependence... is it right for you?Frequently asked questionsTransition made easy.Broker/Dealer Assessment tool

 

John Oakes
Regional Vice President
Phone: 800-747-6111 ext. 7138
Email: Click Here

John has been in the financial services industry for over 25 years, previously serving as a branch manager and district manager for a wire house firm. He also ran the largest broker and branch manager training program on Wall Street.

John brings a high level of energy to his relationships with financial representatives. His honesty and candor help advisors quickly ascertain if Securities America might be a good fit for them. John feels that Securities America is the broker/dealer of choice for entrepreneurial advisors, “We can help you run your business the way you want to run it.”

John holds the Series 7 and 63 industry licenses, and he is affiliated with several mutual fund governance organizations.

 

Jill LeBlanc
Branch Office Associate Consultant
Phone: 800-747-6111 ext. 7122
Email: Click Here

Jill works with John to provide prospective representatives an in-depth and thorough look at the benefits that Securities America offers. She also assists our current advisors with their efforts to bring new representatives to their practices.

Prior to her role with in Branch Office Development, Jill worked in the compensation research and licensing departments at Securities America. This experience makes her an excellent resource for advisors who have questions regarding these areas.

Jill is dedicated to providing representatives with a first-class experience, and makes it a priority to provide prompt and accurate answers to their questions. Jill feels that Securities America is an excellent choice for entrepreneurial advisors looking to make a change: “We have leading-edge technology and many excellent business growth resources that representatives can’t find at other broker/dealers.”

meet your local team