John
Scott

On Investment Management Co

CRD#3072293
Investment Advisor
in Franklin, TN

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About this Advisor

John Scott is a financial advisor based in Franklin, Tennessee, working with On Investment Management Co. John has previously held positions at Bankers Life & Casualty, Proequities, Inc, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Ohio National Financial Service, and The On Equity Sales Company. John has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Florida, Illinois, Nevada, North Carolina, and Tennessee. Currently, John is part of On Investment Management Co, which operates out of Franklin, Tennessee. 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 66, CERTIFIED FINANCIAL PLANNER™

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

1553 Fleetwood Drive
Franklin, TN 37064

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

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

206

TN Average: 34
Total Number of Accounts

15,930

TN Average: 1,972
Average Account Size

$137,818

TN Average: $1,068,125

Investment Advisory Services

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

John Scott Work History

2016 - Present (8 years)

The On Equity Sales Company

2015 - Present (9 years)

Ohio National Financial Service

2014 - Present (10 years)

World Financial Group, Inc

2014 - 2016 (2 years)

Transamerica Financial Advisors, Inc

2012 - 2014 (2 years)

Proequities, Inc

2011 - 2014 (3 years)

Bankers Life & Casualty

Disclosures

Please visit the SEC profile of John Scott 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

Terek Wilson
Lees Summit, MO
Jordan Carrier
Blountville, TN
Kimberly Gustafson
Englewood, CO
Aaron Briggs
Boise, ID
John Head
Chesterfield, MO
Zachary Morley
Madison, WI
Dennis Dean
Chicago, IL
Mark Gash
Lees Summit, MO

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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