Jamie earned the Accredited Investment Fiduciary (AIF®) designation and has worked in the financial services industry for more than 23 years. At Intrua Financial he specializes in investment management and creating and managing detailed portfolios to fit specific client needs. He seeks to build low cost, high-quality portfolios utilizing individual equities and fixed income investments. Not high fee, packaged products.
Jamie now calls Texas home while he grew up in Michigan where he received a B.A. from Michigan State University in 1992 and holds a Series 65 license with Intrua Financial.
Away from the office, Jamie enjoys playing golf & guitar and general aviation. Jamie currently resides in Cypress with his wife Joanna and their two boys, Colin and Ryan.
Investment advice offered through Intrua Financial, a registered investment advisor.
Jamie O'Neill is solely an investment advisor representative of Intrua Financial, not affiliated with LPL Financial.