Jay
Dworsky
On Investment Management Co
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About this Advisor
Jay Dworsky is a financial advisor based in Golden Valley, Minnesota, working with On Investment Management Co. Jay has previously held positions at The O.N. Equity Sales Company, Wisconsin Financial Advisors, LLC, Dworsky Agency, and Ohio National Financial Services. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, Illinois, Maryland, Minnesota, New York, North Dakota, Ohio, Oregon, Virginia, and Wisconsin. Currently, Jay is part of On Investment Management Co, which operates out of Golden Valley, Minnesota. 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
Jay Dworsky Work History
The O.N. Equity Sales Company
Wisconsin Financial Advisors, LLC
Ohio National Financial Services
Dworsky Agency
Disclosures
Please visit the SEC profile of Jay Dworsky 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
Englewood, CO
Cincinnati, OH
Fort Collins, CO
Madison, WI
Chesterfield, MO
Chesterfield, MO
Ayer, MA
Chattanooga, TN
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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