Jeffrey
Taylor

On Investment Management Co

CRD#1033833
Investment Advisor
in Bakersfield, CA

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About this Advisor

Jeffrey Taylor is a chartered financial consultant who works in Bakersfield, California with 12 years of relevant experience. Taylor works at On Investment Management Co. The advisor has gained experience at Standard Insurance Company, Central Financial Services, Phoenix Mutual, Ohio National Life Insurance Co and The O.N. Equity Sales Company. Taylor has a Series 63 license, certifying them as a securities agent, and is able to serve investors in California. On Investment Management Co is a registered investment company based in Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It has $2 billion in assets among its 12,239 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 12,239 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. Fee types billed by On Investment Management Co likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3939 Bernard Street Suite 6
Bakersfield, CA 93306

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

CA Average: $2,106,341,625
Total Number of Employees

256

CA Average: 34
Total Number of Accounts

12,239

CA Average: 1,972
Average Account Size

$169,824

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jeffrey Taylor Work History

Jeffrey has been registered as a financial advisor for 12 years.*

2004 - Present (20 years)

Ohio National Life Insurance Co

2004 - Present (20 years)

The O.N. Equity Sales Company

1991 - Present (33 years)

Phoenix Mutual

1987 - Present (37 years)

Standard Insurance Company

1984 - Present (40 years)

Central Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at On Investment Management Co

Glenn Eckstut
Southampton, PA
Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
Keith Conley
Tustin, CA
Zachary Morley
Madison, WI
Jordan Funke
Cedar Rapids, IA
Emily Dean
Greenville, SC
April Hahn
Appleton, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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