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JO

James K. Oneill

MAGNOLIA WEALTH
SPRING, TX 77379
Some features on this profile are disabled
CRD#: 2481623
JO

Professional summary

James Kevin Oneill, who also goes by Oney Oneill, is a registered financial advisor currently at MAGNOLIA WEALTH located in Spring, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Oney Oneill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kevin Oneill's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 12, 2026 - Present

MAGNOLIA WEALTH

Office #1: 8900 Eastloch Dr., Bldg 105, Spring, TX 77379
RIA
CRD#: 330124
SPRING, TX
Past

January 4, 2018 - March 27, 2026

INTRUA FINANCIAL

RIA
CRD#: 281554
HOUSTON, TX
Past

March 15, 2012 - November 14, 2017

CORDA INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108046
HOUSTON, TX
Past

February 5, 2009 - November 11, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
HUNTINGTON WOODS, MI
Past

April 6, 1999 - September 26, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SAGINAW, MI
Past

May 31, 1994 - April 14, 1999

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/10/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/27/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/28/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

MW
MAGNOLIA WEALTH
HUBER WEALTH MANAGEMENT, LLC | MAGNOLIA WEALTH ADVISORS LLC | MAGNOLIA WEALTH ADVISORS | MAGNOLIA WEALTH

CRD#: 330124 / SEC#:

Texas
Registered Investment Advisory firm - (5/9/2024 Approved)
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Contact information

Main Address
8900 Eastloch Dr., Bldg 105, Spring, TX 77379
Mailing Address
Phone number
(281) 576-9531
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts520
AUM (Assets Under Management)$ 98,030,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAGNOLIA WEALTH

CRD#: 330124Spring, TX 77379

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