Jeffrey
Taylor
On Investment Management Co
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About this Advisor
Jeffrey Taylor is a financial advisor based in Bakersfield, California, working with On Investment Management Co. Jeffrey has previously held positions at Standard Insurance Company, Central Financial Services, Phoenix Mutual, Ohio National Life Insurance Co, and The O.N. Equity Sales Company. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jeffrey is part of On Investment Management Co, which operates out of Bakersfield, California. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Taylor Work History
Ohio National Life Insurance Co
The O.N. Equity Sales Company
Phoenix Mutual
Standard Insurance Company
Central Financial Services
Disclosures
Please visit the SEC profile of Jeffrey Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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