Jeffrey
Spencer
On Investment Management Co
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About this Advisor
Jeffrey Spencer is a financial advisor based in Charlestown, Massachusetts, working with On Investment Management Co. Jeffrey has previously held positions at Nylife Securities LLC, New York Life Ins Co, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Massachusetts, New Hampshire, and Rhode Island. Currently, Jeffrey is part of On Investment Management Co, which operates out of Charlestown, Massachusetts. 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 Spencer Work History
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Nylife Securities LLC
New York Life Ins Co
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.
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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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