Martina A. Jimenez Sperry

ONEAMERICA SECURITIES

Atlanta, GA 30309

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CRD#: 4527728

Professional summary

Martina Arelis Jimenez Sperry, who also goes by Martina Arelis Jimenez, Martinas Jimenez, Martina Arelis Jimenez Sperry, Martina A Jimenez, Martina A Jimenez Sperry, is a registered financial advisor currently at ONEAMERICA SECURITIES, INC. located in Atlanta, Georgia.

Martina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Martina has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martina Arelis Jimenez | Martinas Jimenez | Martina Arelis Jimenez Sperry | Martina A Jimenez | Martina A Jimenez Sperry

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.

Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Sanvean Financial Solutions, LLC - fixed group insurance sales**Owner: Centurio Wealth LLC - financial services**Board Member: Mercy Care Foundation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martina Arelis Jimenez Sperry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Martina Arelis Jimenez Sperry's CRS (Customer Relationship Summary).

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

April 17, 2024 - Present

ONEAMERICA SECURITIES, INC.

Office #1: 1718 Peachtree Street Nw Suite 860, Atlanta, GA 30309

RIA

CRD#: 4173

Atlanta, GA

Current

April 19, 2024 - Present

ONEAMERICA SECURITIES, INC.

Office #1: 1718 Peachtree Street Nw Suite 860, Atlanta, GA 30309

RIA

CRD#: 4173

Atlanta, GA

Past

April 21, 2021 - August 16, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

April 20, 2021 - August 16, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

ATLANTA, GA

Past

July 29, 2020 - March 16, 2021

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Atlanta, GA

Past

July 17, 2020 - March 16, 2021

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Atlanta, GA

Past

September 29, 2016 - February 26, 2020

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ATLANTA, GA

Past

August 18, 2016 - February 26, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

ATLANTA, GA

Past

October 20, 2003 - August 30, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ATLANTA, GA

Past

September 13, 2002 - August 30, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

ATLANTA, GA

Past

July 18, 2002 - August 27, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 18, 2002 - August 27, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONEAMERICA SECURITIES, INC.

AUL EQUITY SALES CORP. | ONEAMERICA SECURITIES, INC.

CRD#: 4173 / SEC#: 801-56819, 8-15009

RIA

Registered Investment Advisory firm - SEC (9/13/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/17/2024)

IAR

California
(9/18/2024)

Georgia
(4/19/2024)

IAR

Georgia
(4/22/2024)

IAR

Illinois
(3/21/2025)

Kentucky
(8/20/2025)

IAR

Kentucky
(8/22/2025)

Maryland
(7/8/2025)

IAR

Maryland
(7/9/2025)

Michigan
(7/1/2024)

IAR

Michigan
(7/3/2024)

New York
(10/6/2025)

IAR

New York
(10/6/2025)

IAR

South Carolina
(3/27/2025)

IAR

Texas
(4/17/2024)

Texas
(4/19/2024)

Washington
(10/23/2024)

IAR

Washington
(10/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 6/22/2021

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/28/2021

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 5/29/2018

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ONEAMERICA SECURITIES, INC.

AUL EQUITY SALES CORP. | ONEAMERICA SECURITIES, INC.

CRD#: 4173 / SEC#: 801-56819, 8-15009

RIA

Registered Investment Advisory firm - SEC (9/13/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

One American Square, Indianapolis, IN 46282

Mailing Address

One American Square P.o. Box 1984, Indianapolis, IN 46206-1984

Phone number

(317) 285-1877

Established

Indiana since 06/04/1969

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

326

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ONEAMERICA SECURITIES FORM ADV PART 2A APPENDIX 1 (3/31/2025)

ONEAMERICA SECURITIES FORM ADV PART 2A (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
AMERICAN UNITED LIFE INSURANCE COMPANY	PARENT
BICKEL, KORY LLOYD	CHIEF COMPLIANCE OFFICER	5424722
CAYETANO, NICHOLAS ADAM	AML OFFICER	7237505
FLEETWOOD, MATTHEW THOMAS	CHAIRMAN OF THE BOARD/PRESIDENT/CEO/DIRECTOR	4109266
HARTLEY, BRYAN KEITH	FINOP	5664171
HOYLE, JASON ANDREW	DIRECTOR	6027238
JUNKER, DAVID A	DIRECTOR	2442538
LIONBERGER, TAYLOR W	SALES DEVELOPMENT DIRECTOR	5931321
MCGOFF, SEAN PATRICK	CHIEF COUNSEL & SECRETARY	5801826
SANDELSKI, DENNIS JOSEPH	AVP, TAX	7244469
SMILEY, ERIC DAVID	VP, DIRECTOR OF OPERATIONS	2978413
SNYDER, DANIEL R	TREASURER	7318687
WEYER, SHAUN CHRISTOPHER	SALES DEVELOPMENT DIRECTOR	4607359
YANG, CHUANMING	CHIEF INFORMATION SECURITY OFFICER	7527042

Regulatory assets under management

Total Number of Accounts	2,118
AUM (Assets Under Management)	$ 299,940,768

Disclosures

Regulatory Event

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.

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Martina A. Jimenez Sperry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martina Arelis Jimenez Sperry's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Martina Arelis Jimenez Sperry's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEAMERICA SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2002

Series 9

Date: 6/22/2021

Series 10

Date: 4/28/2021

Series 24

Date: 5/29/2018

FINRA

Current Firm

ONEAMERICA SECURITIES, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

ONEAMERICA SECURITIES, INC.

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