Jane Eddy
Jane Eddy is a ChFC-designated registered investment advisor at On Investment Management CO, based in Ormond Beach, FL, with 38 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 8,323 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ONIMCO offers investment advisory programs where fees are based on a percentage of the assets managed. The fees are determined by the specific program sponsor you choose, and they typically have tiered fee schedules where larger accounts may receive reduced fees. The Investment Adviser Representative's portion of the fees is negotiable and may range from 0.30% to 1.50% annually. These fees do not include the fees charged by the investments themselves, such as mutual funds or ETFs. Additional fees may apply for tax management services or socially responsible screening.
Location
1457 N. Us 1 Suite 21, Ormond Beach, FL, 32174
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jane is a part owner of Winchester Computers, a broker agent for The Bollinger Group (selling term insurance), and an agent for Sunsure Insurance (selling health insurance and Medicare). She also owns Jane Eddy ChFC, LLC for life and disability insurance sales, is a short-term treasurer for Tomoka Oaks Homeowners Association Legal Committee Fundraiser, and has a brokerage business with Edison Risk for life insurance and annuities.
Employment History
Current Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
The O.N. Equity Sales Company
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Park Avenue Securities LLCBroker
Financial Network Investment CorporationBroker
Transamerica Financial Resources, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations3 states
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.