Donald
Ayers

On Investment Management Co

CRD#1529464
Investment Advisor
in Manasquan, NJ

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About this Advisor

Donald Ayers is a financial advisor based in Manasquan, New Jersey, working with On Investment Management Co. Donald has previously held positions at International Planning Alliance, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardlian Life Ins Co, Park Ave Securities, Innovative Wealth Partners, The O.N. Equity Sales Company, and Ohio National Financial Services. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Donald is part of On Investment Management Co, which operates out of Manasquan, New Jersey. 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

Series 63, Series 65, Chartered Financial Consultant

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

Manasquan, NJ

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

NJ Average: 34
Total Number of Accounts

15,930

NJ Average: 1,972
Average Account Size

$137,818

NJ Average: $1,068,125

Investment Advisory Services

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

Donald Ayers Work History

2015 - Present (10 years)

Innovative Wealth Partners

2015 - Present (10 years)

The O.N. Equity Sales Company

2014 - Present (11 years)

Ohio National Financial Services

2015 - 2015 (< 1 year)

Guardlian Life Ins Co

2015 - 2015 (< 1 year)

Park Ave Securities

2010 - 2015 (5 years)

Guardian Life Insurance Co Of America

2010 - 2015 (5 years)

Park Avenue Securities LLC

1999 - 2014 (15 years)

International Planning Alliance

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Disclosures

Please visit the SEC profile of Donald Ayers 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

Mark Monahan
Ayer, MA
John Head
Chesterfield, MO
Nathan Biggerstaff
Lees Summit, MO
Juana Love
Chesterfield, MO
Michael Ledford
Chattanooga, TN
Dennis Dean
Chicago, IL
Matthew Collins
Cincinnati, OH
Aaron Briggs
Boise, ID

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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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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