Jeffrey
Spencer
On Investment Management Co
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About this Advisor
Jeffrey Spencer is a financial advisor working out of Charlestown, Massachusetts, who has 2 years of industry experience. Spencer is an advisor for On Investment Management Co. During their career, Spencer has held roles at Nylife Securities LLC, New York Life Ins Co, Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Spencer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Massachusetts and New Hampshire. On Investment Management Co is a business that has its headquarters in Cincinnati, OH. It has offices in 202 locations and a total of 256 advisors. It controls $2 billion in total assets across its 12,239 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 12,239 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically vary depending on which services the firm provides the client. However, fees billed by On Investment Management Co can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Spencer Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Nylife Securities LLC
New York Life Ins Co
*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 Spencer 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
Mackinaw, IL
Rushville, IL
Tustin, CA
Southampton, PA
Weirton, WV
Mc Bain, MI
Jacksonville, FL
Rock Springs, WY
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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