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JT
ChFC
JT
ChFC

Jeffrey Taylor

On Investment Management CO
44 Years of Experience
Bakersfield, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Taylor is a ChFC-designated registered investment advisor at On Investment Management CO, based in Bakersfield, CA, with 44 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 9,568 clients with $3.2B in assets under management.

On Investment Management CO
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
9,568 clients
Average Client Portfolio
$329K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Representative fees for managed account programs range from 0.30% to 1.50% annually. Third-party investment advisory programs have separate unique fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3939 Bernard Street, Suite 6, Bakersfield, CA, 93306

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is the owner of an insurance business, selling life, health, and fixed annuities since 1978. This activity takes nearly full-time hours, including time during securities trading hours.

Employment History
Current Registrations
On Investment Management CO
May 2011 - Present · 15 yrs 5 mos
The O.N. Equity Sales CompanyBroker
October 2004 - Present · 22 yrs
Previous Registrations
The O.N. Equity Sales CompanyBroker
May 2004 - October 2004 · 5 mos
Ws Griffith Securities, INC.Broker
November 1993 - June 2004 · 10 yrs 7 mos
Phoenix Equity Planning CorporationBroker
June 1991 - November 1993 · 2 yrs 5 mos
Sentra Securities CorporationBroker
January 1988 - March 1991 · 3 yrs 2 mos
Fsc Securities CorporationBroker
March 1987 - January 1988 · 10 mos
Southmark Financial Services, INC.Broker
February 1985 - March 1987 · 2 yrs 1 mo
MML Investors Services, INC.Broker
October 1982 - February 1985 · 2 yrs 4 mos
Massachusetts Mutual Life Insurance CompanyBroker
June 1982 - February 1985 · 2 yrs 8 mos
State Registrations5 states
CAFLIDORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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