Donald
Ayers
On Investment Management Co
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About this Advisor
Donald Ayers is a chartered financial consultant operating out of Manasquan, New Jersey with a total of 8 years of relevant experience. Ayers is an employee of On Investment Management Co. During their career, Ayers has held roles 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. Ayers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. On Investment Management Co is a company based out of Cincinnati, OH. The company has offices in 202 locations and a total of 256 advisors. It manages $2 billion in total assets among its 12,239 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 12,239 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. On Investment Management Co has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services depend on which services are offered. Fees charged 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
Donald Ayers Work History
Donald has been registered as a financial advisor for 8 years.*
Innovative Wealth Partners
The O.N. Equity Sales Company
Ohio National Financial Services
Guardlian Life Ins Co
Park Ave Securities
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
International Planning Alliance
*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 Donald Ayers 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 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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